| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q1 | - | SouthernSun Small Cap | 18.6% | - | AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX | Automation, Financial Services, RVs, small cap, Specialty Chemicals, value | CASS PII THO |
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| 2021 Q1 | - | SouthernSun SMID Cap | 18.6% | - | AEGN, AGCO, BR, CASS, DAR, EGOV, FHN, FTDR, MIDD, NGVT, PII, SFD, STAY, THO, TMX | execution, Generalist, portfolio, Quality, small cap, value | CASS TMX PII THO |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||