SouthernSun Small Cap Strategy’s Q4 2023 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2023 investor letter. In the fourth quarter, the strategy increased 9.65% on a gross basis (9.44% net) compared to a 14.03% return for the Russell 2000 Index and 15.26% for the Russell 2000 Value Index. The strategy returned 13.93% on a gross basis (13.09% net) for the trailing twelve months compared to 16.93% and 14.65% respectively for the indexes over the same period. In addition, please check the top 5 holdings of the strategy to know its best pick in 2023.

A copy of SouthernSun Small Cap Strategy’s Q4 2023 investor letter can be downloaded here.