Southernsun
SouthernSun AM SMID Cap Composite
Mid-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 6 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Southernsun for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD+18.0%index +22.7%
- 1Y+22.4%index +36.7%
- 3Y · /yr+10.1%index +18.4%
- 5Y · /yr+9.2%index +8.3%
- 10Y · /yr+9.7%index +12.2%
- Inception · /yr+11.3%index +10.1%
Index: Russell 2500
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| SouthernSun AM SMID Cap Composite | +18.0% | +22.4% | +10.1% | +9.2% | +9.7% | +11.3% |
| Russell 2500 | +22.7% | +36.7% | +18.4% | +8.3% | +12.2% | +10.1% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
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