SouthernSun Asset Management SMID Cap Strategy’s Q1 2025 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2025 investor letter. In the first quarter, the strategy returned -8.60% on a gross basis (-8.76% net) compared to a -7.50% return for the Russell 2500 Index and -5.83% for the Russell 2500 Value Index. The fund returned -9.41% on a gross basis (-10.06% net) over the trailing 12 months compared to -3.11% and -1.47% returns for the indexes, respectively, over the same period. In addition, please check the top 5 holdings of the strategy to know its best pick in 2025.

A copy of SouthernSun Asset Management SMID Cap Strategy’s Q1 2025 investor letter can be downloaded here.