Historical Documents and Commentary
January 27, 2010
SouthernSun 4Q09 and 2009 Year End Commentary
Beginning in late 2008 and into 2009, you may recall that we regularly espoused that the marketplace generally suggested a view that most assets were virtually worthless. You may even recall our interim commentary back in March of '09, an illustration we used to help communicate that notion. In conjunction with that illustration, we suggested that we would begin to have a greater confidence in valuations when businesses, certainly our portfolio businesses, but also companies at large, began to make regular strategic, predominantly bolt-on, acquisitions. Based on the activity we have seen in the past several months, it appears we may be in the early stages of such a shift towards fundamental valuation. (continued)
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January 20, 2010
4Q09 Conference Call Transcript
Ladies and gentlemen, welcome to the SouthernSun Asset Management Fourth Quarter 2009 Conference Call on the 20th of January, 2010. (continued)
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October 14, 2009
3Q09 Conference Call Transcript
Ladies and gentlemen, thank you for standing by and welcome to the SouthernSun Asset Management Third Quarter 2009 Conference Call on today, the 14th of October, 2009. (continued)
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July 15, 2009
2Q09 Conference Call Transcript
Ladies and gentlemen thank you for your patience and welcome to the SouthernSun Asset Management second quarter 2009 conference call on the 15th of July 2009. (continued)
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April 9, 2009
SouthernSun 1Q09 Commentary
While studying a range of scientific information lately in an attempt to more accurately grasp the economic impact of a number of governmental programs, including the Government of India’s outcome budget from the Ministry of Power, I fell upon the following term, which I must admit, was previously unknown to me. An extremophile is an organism that lives and thrives in environments that are considered uninhabitable, from places with high levels of toxicity to boiling hot deep sea volcanoes. (continued)
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