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SouthernSun SMID Cap Strategy’s Q1 2024 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” first quarter 2024 investor letter. In the first quarter, the strategy returned 8.53% on a gross basis (8.33% net) compared to a 6.92% return for the Russell 2500 Index and 6.07% for the Russell 2500 Value Index. The fund returned 22.95% on a gross basis (22.00% net) over the trailing 12 months compared to 21.43% and 21.33% returns for the indexes respectively over the same period. In addition, please check the top 5 holdings of the strategy to know its best pick in 2024.

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