SouthernSun Asset Management Email Format
Investment ManagementTennessee, United States11-50 Employees
SouthernSun Asset Management is a Memphis-based investment management firm founded in 1989. It pursues concentrated, research-driven strategies in U.S. small-cap and SMID-cap equities, seeking long-term returns by targeting niche-dominant, attractively valued companies with financial flexibility and capable management teams. The firm relies on in-depth analysis of a company's financial strength, competitive position, and human capital to determine valuations and identify opportunities while reducing risk, and it emphasizes knowing each business as if it were owned, requiring thorough, patient study and an understanding of management viewpoints. In the investment management landscape, SouthernSun differentiates itself through a long-horizon, company-centric approach coupled with global information gathering to support its decisions. A notable recent development is the launch of an SMID Cap Investment strategy in 2025, reflecting ongoing evolution of its small- and mid-cap focus.