Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
SouthernSun achieved solid outperformance in Q2 2025 by prioritizing cost-conscious and cash-focused small-cap compounders, notably exiting tariff-exposed Oxford Industries in favor of MSA Safety.
Full Quick Take
SouthernSun achieved solid outperformance in Q2 2025 by prioritizing cost-conscious and cash-focused small-cap compounders, notably exiting tariff-exposed Oxford Industries in favor of MSA Safety.
SouthernSun's SMID Cap Composite outperformed its benchmark in 2Q2025 with a 10.34% net return, led by APG and BOOT. The firm capitalized on market volatility by initiating a new position in MSA Safety at an attractive, multi-year low valuation.
Full Quick Take
SouthernSun's SMID Cap Composite outperformed its benchmark in 2Q2025 with a 10.34% net return, led by APG and BOOT. The firm capitalized on market volatility by initiating a new position in MSA Safety at an attractive, multi-year low valuation.
