Southernsun
SouthernSun Small Cap
Small-cap
Dec 2024 → Jun 2025
Our archive holds 2 letters from this strategy, behind 3 investment theses and positions in 7 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of Southernsun for every strategy.
What it bought and sold
During the second quarter of 2025, we fully exited Oxford Industries, Inc. (OXM) and initiated a new position in MSA Safety (MSA) in the Small Cap Strategy.
During the second quarter of 2025, we fully exited Oxford Industries, Inc. (OXM) and initiated a new position in MSA Safety (MSA) in the Small Cap Strategy.
Also held
Its investment theses
- MSA Safety, Inc.Jun 2025MSA Safety, Inc. is a leading provider of critical safety solutions across various industries, including advanced firefighter equipment and gas detection instruments, with a strong focus on innovation and connected technologies poised for growth.
- Advanced Energy Industries, Inc.Dec 2024Advanced Energy Industries, Inc. (AEIS) is a market leader in power conversion solutions, particularly for the semiconductor industry, with a strong focus on customized products and strategic acquisitions to enhance efficiency and profitability.
- Oxford Industries, Inc.Dec 2024Oxford Industries, Inc. is a growth-oriented company with a strong portfolio of high-margin clothing brands, demonstrating effective management and opportunities for continued expansion through both organic growth and acquisitions.