SEIC Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q4	Dec 31, 2024	SouthernSun SMID Cap	-6.2%	11.1%	APG, AWI, BCO, BR, DY, MGPI, PII, SEIC, TKR, USPH	Balance Sheet, Cyclical, management, Patience, Research, SMID Cap, value	The U.S. presidential election outcome led to market anticipation of policy shifts towards tax extensions and deregulation, viewed as pro-growth. However, potential new trade policies, particularly tariffs, introduced elements of uncertainty that the firm closely monitored. Global trade adjustments, particularly with major economies like China, continue to shape investment decisions.	BCO MGPI AWI SEIC	View
2025 Q3	Oct 30, 2025	SouthernSun SMID Cap	-	8.7%	BCO, CXT, DAR, FND, GNRC, MOD, MUSA, NGVT, SEIC, VMI, WSO	active management, fundamentals, Quality, SMID Cap, Stewardship, value	SouthernSun emphasizes the enduring value of active management in an increasingly passive world, arguing that active investing restores balance by engaging directly with management, questioning assumptions, and allocating capital purposefully rather than automatically. They view active management as essential stewardship that combines analytical rigor with human judgment.	CXT WSO DAR BCO MOD CXT WSO DAR BCO MOD	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	SouthernSun SMID Cap	SEI Investments Company	Financials	Asset Management & Custody Banks	Bull	NASDAQ	asset management, Bull market, financial services, leadership transition, operational efficiency	View Pitch

BSD Shareholders of SEIC

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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Letters With This Ticker

Pitches With This Ticker

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