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'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.
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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.