Is Dycom Industries (DY) Poised to Capitalize on Tailwinds?

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” second quarter 2024 investor letter. A copy of the same can be downloaded here. In the second quarter, the strategy lost -3.55% on a gross basis (-3.69% net) compared to a -3.28% return for the Russell 2000 Index and -3.64% for the Russell 2000 Value Index. The strategy returned 4.61% on a gross basis (3.88% net) for the trailing twelve months compared to 10.06% and 10.90%...