SouthernSun Small Cap Strategy’s Q1 2024 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” first quarter 2024 investor letter. In the first quarter, the strategy increased 7.01% on a gross basis (6.83% net) compared to a 5.18% return for the Russell 2000 Index and 2.90% for the Russell 2000 Value Index. The strategy returned 16.98% on a gross basis (16.13% net) for the trailing twelve months compared to 19.71% and 18.75% respectively for the indexes over the same period. In addition, please check the top 5 holdings of the strategy to know its best pick in 2024.

A copy of SouthernSun Small Cap Strategy’s Q1 2024 investor letter can be downloaded here.