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Investment Discipline

SouthernSun Asset Management was founded in 1989 and manages long-term, concentrated Small Cap, Mid Cap and Global Equity investment strategies. The firm uses a fundamental, research-intensive investment process to identify companies that have financial flexibility, management adaptability, and niche dominance. SouthernSun believes this depth and diligence of research allows the firm to better understand each company’s core operating strengths and make sound investment decisions.

As of April 1, 2016, the firm manages two U.S. mutual funds, one UCITS fund, and also offers institutional separate accounts.

The Firm

Based in Memphis, Tennessee, the firm is led by Michael W. Cook, Sr., Founder, Chief Executive Officer, and Chief Investment Officer; Phillip W. Cook, Senior Analyst & Principal; William P. Halliday III, Chief Operating Officer & Principal; and Michael S. Cross, Senior Analyst & Principal.

Contact Information

6070 Poplar Avenue, Suite 300
Memphis, TN 38119
+1 (901) 341-2700