The Strategy Behind Last Year’s Top-Performing Small-Cap Fund
Gaining Perspective
English - August 10, 2023 10:00 - 23 minutes - 43.9 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The SouthernSun Small Cap fund (symbol: SSSIX) is up 13.5% this year, versus 10.33% (as of July 18, 2023) for its Morningstar small-blend peer group. Last year was even more impressive, when it was down only -1.37%, versus its peer group, which was down -16.24%, putting SSSIX in the first percentile of that peer group. It has approximately $400 million in assets and is a highly concentrated portfolio, with only 21 holdings as of March 31, 2023.
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Here is a link for more information about SouthernSun:
SouthernSun web site- https://southernsunam.com/ SSSIX fact sheet and performance- https://southernsunam.com/investment-products/small-cap-fund/Important Disclosures
AUM mentioned is as of 07/18/2023; Morningstar Ranking out of 611 funds in the Morningstar Small Blend category for 1-year period ended 12/31/2022. Past performance is no guarantee of future results; The information discussed represents the opinion of the host, and is subject to change. It is not intended to be a forecast of future events, a guarantee of future results, and is not intended as an offer or solicitation of the Fund nor any other products or services. It is for general informational purposes only and should not be considered an individualized recommendation or investment advice. Some of the statements contained in this podcast may be forward-looking and contain certain risks and uncertainties. Investing involves risk, including the possible loss of principal.
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