Southernsun
Southersun Small Cap Investment
Small-cap
Mar 2025 → Mar 2025
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 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.
Its investment theses
- Extreme Networks, Inc.Mar 2025Extreme Networks is well-positioned for growth in the networking industry, targeting distributed environments with competitive advantages in product, pricing, and customer service, while aiming to disrupt incumbents Cisco and HP.
- Modine Manufacturing CompanyMar 2025Modine Manufacturing Company (MOD) is a thermal management company transitioning from a legacy automotive focus to HVAC solutions under new leadership, showing strong operational improvements and growth potential.