Southernsun Asset Management

read moreMost of all we need intimate knowledge of the past. Not that the past has any magic about it, but because we cannot study the future, and yet need something to set against the present, to remind us that the basic assumptions have been quite different in different periods and that much which seems certain to the uneducated is merely temporary fashion. A man who has lived in many places is not likely to be deceived by the local errors of his native village. The scholar has lived in many times and is therefore in some degree immune from the cataract of nonsense that pours from the press and the microphone of his own age.

read moreSouthernSun invests in companies we believe to be financially strong and flexible. It is important to us that these companies not be reliant on capital markets to execute their business plan. At SouthernSun, we believe there is no substitute for knowing the management of the companies in which we invest our clients' assets. It is critical that management be experienced. We visit with management teams and evaluate their facilities on a regular basis. We want teams to maintain their focus on long-term goals while moving through various environments.

read moreLed by Founder, CEO and CIO, Michael Cook, our Investment Team is composed of seasoned analysts with complementary industry and financial services backgrounds. We work to creatively source ideas through "break room to board room" due diligence and by maintaining a global perspective. We rely on proprietary, bottom-up, on-site research to identify attractively valued companies that have niche dominance, financial flexibility and proven management teams. Our approach to managing money is governed every day by our core principles.

read moreOur SMID Cap Strategy generally holds between twenty (20) and thirty (30) positions at any time. The market capitalization of these domestic companies are within the range of the Russell 2500 at the time of initial purchase. No single company will generally be greater than ten percent (10%) of the portfolio value. Currently, this strategy may be accessed through two product types: separately managed account ($5 million minimum) and mutual fund (AMG SouthernSun U.S. Equity Fund). Our Small Cap Strategy seeks out domestic companies with a market capitalization within the range of the Russell 2000 at the time of initial purchase.