Affiliated Managers Group has announced the completion of its investment in SouthernSun Asset Management.
SouthernSun was founded in 1989 and manages long-term, concentrated portfolios through a fundamental, research-intensive investment process. The firm offers industry-leading US small- and mid-cap strategies and a recently launched global investment strategy.
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As of December 31, 2013, SouthernSun’s U.S. institutional strategies rated in the top decile of their respective categories for the trailing three-, five- and ten-year periods, according to eVestment.
The firm’s flagship SouthernSun Small Cap Fund is rated five stars by Morningstar in the small blend category, and was named "Best Fund over Three Years" in the Small-Cap Core Funds category of the 2013 Lipper Fund Awards.
As part of the transaction, SouthernSun’s senior professionals have agreed to long-term commitments with the firm, and the SouthernSun funds have become part of AMG Funds, the Company’s U.S. retail distribution business. The terms of the transaction were not disclosed.
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