SouthernSun Small Cap Strategy’s Q4 2024 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter. The uncertainly prevailing in the market seems to be fueled by constant speculation about macro causes over which the businesses don’t have any control and so much capital concentrated in few enterprises. In the fourth quarter, the strategy returned -7.55% on a gross basis (-7.73% net) compared to a 0.33% return for the Russell 2000 Index and -1.06% for the Russell 2000 Value Index. The strategy returned 5.53% on a gross basis (4.73% net) for the trailing twelve months compared to 11.54% and 8.05% 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 Q4 2024 investor letter can be downloaded here.