SouthernSun SMID Cap Strategy’s Q4 2023 Investor Letter

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” fourth quarter 2023 investor letter. In the fourth quarter, the strategy returned 8.15% on a gross basis (7.95% net) compared to a 13.35% return for the Russell 2500 Index and 13.76% for the Russell 2500 Value Index. The fund returned 19.48% on a gross basis (18.57% net) over the trailing 12 months compared to 17.42% and 15.98% returns for the indexes respectively over the same...