SouthernSun U.S. Equity Fund Class I (SSEIX)

Overview

The fund described specializes in investing primarily in equity securities, focusing on common stocks from small to middle capitalization U.S. companies. It adheres to a value-oriented investment strategy, employing a comprehensive, research-driven approach to select stocks. This fund is characterized by its commitment to investing at least 80% of its assets in U.S. company equities, demonstrating a clear focus on domestic markets. Despite its concentrated investment approach, it remains non-diversified, indicating that it may focus its investments more narrowly than diversified funds. The fund’s approach aligns with investors seeking exposure to the specific segment of the U.S. equity market that includes smaller and mid-cap companies, potentially aiming for growth through value investment.

Products and Services

• Equity Securities of U.S. Companies: The fund primarily invests in common stocks of small to middle capitalization companies based in the United States. This focus on equity securities encompasses a value-oriented investment strategy, targeting assets that the Adviser believes are undervalued or have the potential for growth, offering investors a pathway to engage with the dynamic segment of the U.S. market that harbors potential for significant returns.

• Research-Driven, Value-Oriented Investment Strategy: Utilizing a rigorous, research-intensive process, the fund's Adviser seeks to identify companies that are undervalued relative to their intrinsic value or exhibit promising growth prospects. This strategy is aimed at discerning investors looking for an analytical and disciplined approach to investing, especially in the small to mid-size company segment where uncovering value can often require deeper market insights.