SOUTHERNSUN ASSET Overview

Southernsun Asset Management Llc is an investment advisor that manages 5.7 BN dollars in regulatory AUM and has 40 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/01 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 70% of the manager's regulatory AUM.

SOUTHERNSUN ASSET StockAlpha

-5.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SOUTHERNSUN ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DAR 5.64% Cons. Staples 4% 0.42% 12 5%
CNC 5.51% Health -14.96% -0.48% 1 8%
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FEATURED IN
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SOUTHERNSUN ASSET Founders and Key Employees

Name Title In Position Since
Michael W. Cook Ceo / Cio / Mgmt Comm Mbr January-2003
William P. Halliday Chief Operating Officer / Mgmt Comm Mbr December-2006
Michael S. Cross Senior Analyst/Principal January-2009
Phillip W. Cook Senior Analyst/Mgmt Comm Mbr January-2009
Asher K. Ailey Chief Compliance Officer March-2015

SOUTHERNSUN ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Custodian Pro

SOUTHERNSUN ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Philosophy and Style
SouthernSun is a research-driven investment management firm implementing long-only domestic and global equity strategies for institutions and individuals. We are absolute return oriented, investing with a value approach and long-term perspective through disciplined, bottom-up, fundamental analysis and on-site research (e.g. management interviews and facility visits). This philosophy holds true for all SouthernSun strategies and has not changed since inception of the firm in 1989.

SouthernSun invests with a long-term time horizon in niche-dominant, attractively-valued companies with financial flexibility and uniquely-fitted management teams. SouthernSun believes careful, in-depth analysis of a company’s financial strength, market position, and human capital is the most comprehensive method of assigning proper valuations, identifying opportunities, and reducing t...
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SOUTHERNSUN ASSET Portfolio Concentration

SOUTHERNSUN ASSET Location

6070 POPLAR AVENUE
SUITE 300
MEMPHIS, Tennessee
UNITED STATES, 38119

SOUTHERNSUN ASSET Contact Information

Phone Number: 901-341-2700
Fax Number: 901-341-2701
Website:

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