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Southernsun Small Cap Fund Class I (SSSIX)
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00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 276.83M
AMG SouthernSun Small Cap I
30.96
-0.11
-0.35%
- Overview
- Profile
- Historical Data
- Holdings
SSSIX Overview
On this page you'll find an in-depth profile of Southernsun Small Cap Fund Class I. Learn about the key management, total assets, investment strategy and contact information of SSSIX among other information.
Investment Strategy
The investment seeks to provide long-term capital appreciation. Under normal circumstances,the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase in small-capitalization securities. The fund typically invests in 20-40 companies that the Adviser believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. It is non-diversified.
Contact Information
Address
6000 Poplar Ave, Suite 220
Memphis,TN 38119
United States
Memphis,TN 38119
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Phillip Cook | Co-Chief Investment Officer & Principal | 2021 | Now |
| Biography | Mr. Cook joined SouthernSun in 2006. He is responsible for coordination of research and communication within the Investment Team and is responsible for the research and analysis of existing portfolio companies as well as new ideas. He also provides input on portfolio management and construction. Prior to joining SouthernSun, Mr. Cook served as the Analyst to the Chairman and CEO of Trivest Partners, a Miami-based private equity firm focused on middle-market LBOs. He received his B.S. in International Business, summa cum laude, from Auburn University. Mr. Cook serves on the Board of Su Casa Family Ministries. | ||
| Michael W. Cook | CEO | 2003 | 2023 |
| Biography | Michael Cook is the Founder, the Chief Executive Officer and Chief Investment Officer at SouthernSun responsible for all portfolio management activities for the firm. In his over 30 years of experience as a research analyst and portfolio manager, Mr. Cook has developed a unique investment philosophy and process which serves as the core of the firm’s U.S. and Global Equity strategies. Prior to founding SouthernSun in 1989, Mr. Cook was a portfolio manager/analyst at Front Street Capital Management from 1986 to 1988, and was an account executive at Merrill Lynch from 1985 to 1986. Throughout his career, he has been featured and quoted in The Wall Street Journal, Barron’s, and Bloomberg Markets Magazine and has been a speaker on CNBC, Fox Business News, and Bloomberg TV. Mr. Cook attended Covenant College and the OCCA Business Programme, Wycliffe Hall, University of Oxford, and is a member of the CFA Institute. | ||
| Andrew G. Taylor | Portfolio Manager | 2003 | 2008 |
| Biography | Mr. Taylor was previously SouthernSun’s President. He received both his B.B.A. in Finance and Marketing, and M.B.A. in Finance from Baylor University, completing the latter in 1987. Mr. Taylor is a Chartered Financial Analyst and a member of both the CFA Institute (formerly AIMR) and Memphis Society of Financial Analysts. Mr. Taylor served as a financial analyst for Union Planters National Bank and Schering-Plough prior to joining Mr. Cook in 1990. in 2008, Mr. Taylor ended his tenure with SouthernSun Asset Management, LLC and is no longer with the firm. | ||
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