SouthernSun SMID Cap Strategy’s Q2 2026 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Smid Cap Strategy” second-quarter 2026 investor letter. The second quarter of 2026 was influenced by the AI boom and the Iran War, impacting interest rates and consumer sentiment. Portfolio companies linked to high-value consumer purchases faced pressure but still aligned with positive earnings and trends. The SMID Cap Composite returned +12.47% gross (+12.28% net), underperforming the Russell...