SouthernSun Global Opportunities Fund  (SSOVX)

Fund Overview

Fund Overview

Share Class

N

  • N

Morningstar | Style Box

V B G L M S

NAV | as of 10/20/2017

$11.71
+$0.06 (+0.52%)

Quarterly Performance (%) |
vs. Benchmark as of 09/30/2017

Fund Inception 07/11/2016

YTD 1YR 3YR 5YR 10YR INCEP.
SSOVX 14.71 18.33 - - - 13.07
MSCI All Country World Index (ACWI) 17.25 18.65 7.43 10.20 3.88 18.63
MSCI ACWI SMID Cap 17.34 18.01 8.74 11.39 5.24 18.98

Expense Ratios

  • Gross Expense Ratio: 1.65%
  • Net Expense Ratio: 1.57%
  • Expense Cap Expiration Date: 02/01/2018

Read Important Investment Disclosures

Objective

Seeks to provide long-term capital appreciation by investing in U.S. and non-U.S. companies.

Why Consider

  • May be appropriate for investors looking to gain exposure to domestic and foreign securities
  • SouthernSun employs a fundamental, bottom-up investment approach that relies on an investment team of sector generalists with a global perspective
  • The Fund typically invests in 15-40 companies the manager believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams
Michael W. Cook, Sr.

Michael W. Cook, Sr.

Founder, Chief Executive Officer, Chief Investment Officer

See Our Approach Read Bio

Performance

Performance

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Returns & Distributions

as of 09/30/2017

Sector Allocation (Equity)

Quarter Ending: 06/30/2017

Top Holdings (Equity)

Quarter Ending: 06/30/2017

Darling Ingredients Inc 6.30%
Centene Corp 6.10%
Polaris Industries Inc 5.67%
Brink's Co 5.48%
Clean Harbors Inc 5.41%
Western Union Co 5.35%
SKF AB, Class B 5.21%
Bakkafrost P/F 5.18%
De'Longhi SpA 5.07%
Newfield Exploration Co 4.78%
% in Top 10 Holdings 54.55%
View Holding Details Read Important Investment Disclosures

Characteristics & Stats

View All Characteristics & Stats

Investment Approach

Investment Approach

SouthernSun Global Opportunities Fund

The Fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. and non-U.S. issuers that SouthernSun selects using a research-driven, value-oriented investment strategy. The Fund may also achieve its exposure to U.S. and non-U.S. issuers through investing in American Depositary Receipts (“ADRs”), preferred stock or corporate bonds. Under normal circumstances, the Fund will invest at least 35% of its net assets in investments economically tied to countries other than the U.S. The Fund’s portfolio typically invests in 15-40 companies SouthernSun believes are niche dominant and attractively valued with financial flexibility and uniquely fitted management teams. When selecting companies for investment, SouthernSun seeks opportunities that it believes have the following characteristics:

  • Financial Strength: SouthernSun prefers companies that have strong internally generated discretionary cash flow and organic revenue growth
  • Management Capability: SouthernSun prefers management teams with measurable, transparent goals that are held accountable for performance. This applies to multiple levels of management from the CEO and CFO to less senior management
  • Niche Dominance: SouthernSun prefers companies that it believes exhibit competitive advantages through superior products, process controls and technologies

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About

About SouthernSun Asset Management

Background

Founded in 1989, SouthernSun is a Memphis-based firm that specializes in small and mid cap investing. The firm employs a fundamental, bottom-up, research-intensive investment approach that relies on an investment team of sector generalists with a global perspective.

Learn More

More Funds From SouthernSun Asset Management

SSSFX

SouthernSun Small Cap Fund

Seeks to provide long-term capital appreciation by investing in small cap companies.

View Fund Details

SSEFX

SouthernSun U.S. Equity Fund

Seeks to provide long term capital appreciation by investing in small to mid cap U.S. companies.

View Fund Details

Founded

1989


Headquarters

Memphis, TN


Affiliate Since

2014


AUM

$4.3B

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