Business Details
Trusted Investment Advisers in Memphis | Southernsun Asset Management
Southernsun Asset Management is a dedicated investment advisory firm specializing in uncovering undervalued companies through rigorous, proprietary research. Our approach combines on-site due diligence with a focus on financial flexibility, management adaptability, and niche dominance to identify long-term opportunities. With a team of seasoned professionals, we deliver tailored strategies that align with our clients' goals while maintaining a disciplined, logic-driven methodology.Our commitment to transparency, continuous monitoring, and client-centric service underscores our reputation as trusted advisors in the asset management industry. Founded on principles of critical reasoning and meticulous analysis, we strive to provide exceptional value through both market expertise and a deep understanding of global economic landscapes.
Services
Investment Advisory
Portfolio Management
Financial Planning
Asset Allocation
Client Services
Highlights and features
- We employ proprietary, on-site research to identify undervalued companies
- Our team includes CFA charterholders with decades of industry experience
- We focus on financial flexibility, management adaptability, and niche dominance
- Portfolio monitoring combines headquarters analysis with field visits
- Client-centric approach with transparent, logic-driven decision-making
Services
Investment Advisory
Our investment advisory services focus on identifying undervalued companies through proprietary research. We analyze financial flexibility, management adaptability, and niche dominance to build portfolios that align with client objectives. Our disciplined approach combines on-site due diligence with continuous market monitoring to optimize long-term returns while maintaining risk-aware strategies tailored to institutional and individual investors.
Portfolio Management
Portfolio management services emphasize strategic asset allocation and active monitoring. Our team constructs diversified portfolios using small and mid-cap equities, focusing on companies with sustainable competitive advantages. Regular performance evaluations and market anomaly adjustments ensure portfolios remain aligned with client goals while maintaining our core principles of transparency and methodological rigor.
Financial Planning
Financial planning services integrate investment strategies with comprehensive wealth management. We work closely with clients to develop customized plans addressing long-term objectives, risk tolerance, and liquidity needs. Our approach combines market expertise with personalized guidance to create holistic solutions that evolve with changing financial landscapes and client circumstances.
Asset Allocation
Asset allocation strategies focus on optimizing investment mix across sectors and market capitalizations. We employ rigorous analysis to determine optimal weightings based on market conditions, client risk profiles, and financial goals. Our process emphasizes diversification benefits while maintaining flexibility to capitalize on emerging opportunities in both established and underrecognized market segments.
Client Services
Client services provide dedicated support through all investment stages. Our team offers personalized communication, portfolio reporting, and market insights tailored to client needs. We maintain transparent processes and responsive service channels to ensure clients remain informed and engaged throughout their investment journey with Southernsun Asset Management.
People
Michael Cook
Founder and Chairman
With over 35 years of experience, Mr. Cook developed Southernsun Asset Management's core investment philosophy. He appears regularly in major financial media and serves on multiple academic and corporate boards, bringing extensive industry leadership to the firm.
Phillip Cook
Chief Investment Officer
As CIO and Managing Partner, Mr. Cook leads the investment team with expertise in research, portfolio construction, and risk management. He previously worked at Trivest Partners and holds a summa cum laude degree from Auburn University.
Angela Wimmer
President
President Angela Wimmer oversees client relations and operations with prior leadership experience at major universities. She holds degrees from Auburn University and specializes in organizational development and business advancement programs.
Jim Dorman
Portfolio Manager
CFA charterholder Mr. Dorman brings experience from PricewaterhouseCoopers and FedEx. He manages investment research and portfolio construction, holding accounting and MBA degrees from Auburn and Tennessee universities.
Michael Cross
Portfolio Manager
Portfolio Manager Cross contributes global business experience from Cummins Inc. He holds Vanderbilt degrees in finance and accounting, along with CPA certification, providing diverse expertise to Southernsun Asset Management's investment strategies.
Questions
What investment strategies does Southernsun Asset Management use?
We focus on U.S. Small Cap and SMID Cap equities through proprietary bottom-up research evaluating financial flexibility, management adaptability, and niche dominance in potential portfolio companies.
How does Southernsun Asset Management conduct company research?
Our process combines on-site visits, management interviews, and financial analysis with continuous monitoring from both office and field locations to maintain comprehensive company insights.
What makes Southernsun Asset Management different from other asset managers?
We distinguish ourselves through hands-on research methodology, emphasis on undervalued niche companies, and maintaining investment discipline grounded in our core principles of thoroughness and systematic analysis.
Who manages investment portfolios at Southernsun Asset Management?
Experienced CFA charterholders and seasoned professionals with backgrounds in accounting, finance, and corporate management lead our investment team under Chief Investment Officer Phillip Cook.
How does Southernsun Asset Management handle client relationships?
We provide personalized service through dedicated client managers, transparent communication channels, and tailored reporting that keeps investors informed about portfolio performance and market developments.
What geographic areas does Southernsun Asset Management serve?
While headquartered in Memphis, we serve clients nationwide through our investment strategies focused on U.S. equities markets, with research extending to companies across the country.
