Description

This fund aims to achieve substantial long-term growth for its capital. Under typical market circumstances, it allocates a minimum of 80% of its total assets (which includes any funds borrowed for investment, assessed at the time of purchase) to small-capitalization companies. The portfolio generally comprises 20 to 40 businesses, chosen by SouthernSun based on their belief that these companies exhibit market dominance within their specific niches, are favorably priced, maintain robust financial adaptability, and are steered by exceptionally well-aligned management teams. It's important to note that this fund operates as a non-diversified investment.