Portfolio managers at SouthernSun have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. SouthernSun has brought continuity to its product shelf, with low portfolio management turnover compared with peer firms over the past five years. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to SouthernSun's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.
Category
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