SouthernSun Asset Management was founded in 1989 and manages long-term, concentrated Small Cap, SMID 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.
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.
|■ SMID Cap Equity||72%|
|■ Small Cap Equity||25%|
|■ Global Equity||3%|