SouthernSun SMID Cap Strategy’s Top Contributor: SEI Investments Company (SEIC)

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. Election Dynamics, Federal Reserve's Policy Adjustments, Geopolitical Tensions, and China's Stimulus Measures are some of the key events that accelerated in the fourth quarter. Although aforementioned is by no means all-inclusive, it does illustrate some of the key elements affecting the state of the market today and many of the companies in the fund’s portfolio. In the fourth quarter, the...