SouthernSun Asset Management, an investment management firm, released its “SMID Cap Strategy” third-quarter 2025 investor letter. During the third quarter of 2025, the SMID Cap Composite returned 8.15% on a gross basis (7.96% net) compared to the Russell 2500’s 9.00% return and the Russell 2500® Value index’s 8.17% gain, over the same period. Over the trailing twelve months, the composite returned 2.55% on a gross basis (1.86% net) compared to 10.16% and 9.00% returns for the indexes, respectively. The fund’s top 5 holdings are also listed in the letter, showing the firm’s...
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