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SouthernSun Asset Management, an investment management firm, released its “SMID Cap Strategy” second-quarter 2025 investor letter. The fund focuses on disciplined, long-term investing in resilient businesses, navigating volatile markets with deep research, patience, and an unwavering commitment to capital stewardship. During the second quarter of 2025, the SMID Cap Composite returned 10.53% on a gross basis (10.34% net) versus the Russell 2500®, which returned 8.59% and the Russell 2500® Value, which returned 7.29%, over the same period. Over the trailing twelve months, the composite returned 3.34% on a gross basis (2.62% net) versus the Russell 2500®, which returned 9.91% and the Russell 2500® Value, which returned 10.47%, over the same period. The fund’s top 5 holdings are also listed in the letter, showing the firm’s main investment positions heading into 2025. A copy of SouthernSun SMID Cap Strategy’s Q2 2025 investor letter is available for download here.
One of the companies mentioned in the letter is
MSA Safety Incorporated
(NYSE:MSA). MSA Safety Incorporated (NYSE:MSA) develops, manufactures, and supplies safety products and technology solutions that protect people and facility infrastructures worldwide. Over the past month, MSA Safety Incorporated (NYSE:MSA) fell -3.36%, and its shares lost 3.33% of their value over the last 12 months. On August 18, 2025, MSA Safety Incorporated (NYSE:MSA) shares closed at $170.45, with a market capitalization of $6.67 billion.
Here is what they have to say about MSA Safety Incorporated (NYSE:MSA) in their investor letter:
“During the second quarter of 2025, we initiated one new position in MSA Safety Incorporated (NYSE:MSA) in the SMID Cap Composite.
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