SouthernSun Asset Management, established in 1989, is a research-driven investment management firm implementing Small Cap, SMID Cap and Global Equity investment strategies. Their name reflects a commitment to shed light on investment opportunities both at home and around the globe—a commitment that has driven their work throughout their history.

They believe that there is little substitute for critical reasoning, attention to detail, revealing query, hard work, and patience. Since their inception, they have used their painstaking and intensive research process to search out companies that have: • Financial strength • Management adaptability • Niche dominance Building on a successful track record in the Small Cap sector, we are using their proven process to manage their SMID Cap and Global Equity portfolios. While their roots are proudly established in Memphis, they travel around the globe to seek out the information we need to make sound investment decisions.