Jun 14, 2022
Welcome to another episode
of SCOUT. We’ve produced this podcast series to give clients and
friends a view into SouthernSun’s investment
process.
In this episode, we introduce
you to a company that is at the heart of everything we do in life,
chemistry. Or, more specifically, chemical distribution. Today we
shine the spotlight on UNIVAR Solutions.
Important
Disclosures:
This information is confidential, may
not be reproduced or circulated in whole or in part, and is
intended for institutional clients, qualified institutional buyers,
professional investors or professional clients. Any transmittal of
this information to individual clients, without the prior written
consent of SouthernSun, is strictly prohibited.
- Past
performance is not indicative of future results, which may
vary.
- The
information contained herein may be estimates, are as of the dates
indicated, and are subject to change without notice.
- The
information contained herein does not constitute an offer,
solicitation or recommendation of any transaction in any securities
referred to herein.
- Holdings are subject to change and should not be
construed as investment advice.
- References to exited positions indicates
that the position has been fully liquidated from the portfolio by
SouthernSun except in instances, if applicable, where a client has
instructed us otherwise.
- Statements received directly from the account
custodian should be regarded as the official record for a client’s
account.
- This
information is being furnished to you for informational purposes
only and should not be solely relied upon when making an investment
decision.
- Any
performance composite data utilized herein is used for illustrative
purposes only and may not be inclusive of your account or
reflective of the performance specific to your account.
- Performance data provided herein reflects the
reinvestment of dividends and other earnings.
- All
information has been obtained from sources believed to be reliable,
but its accuracy and completeness are not guaranteed.
- This
information is confidential, may not be reproduced or circulated in
whole or in part, and is intended for institutional clients,
qualified institutional buyers, professional investors or
professional clients. Any transmittal of this information to
individual clients, without the prior written consent of
SouthernSun, is strictly prohibited.
Regulatory
Disclosures:
This
material is provided for informational purposes only and is only
directed at persons who may lawfully receive it. You should
satisfy yourself that you are lawfully permitted to receive
this. This material is not intended to be relied upon as a
forecast or research and is not a recommendation, offer or
solicitation to buy or sell any securities or to adopt any
investment strategy nor is it investment advice. Past
performance is not a reliable indicator of future
performance.
SouthernSun Asset Management, LLC is registered
with the United States Securities and Exchange Commission (“SEC”)
as an investment adviser.
SouthernSun Asset Management (UK) Ltd., a
subsidiary of SouthernSunAsset Management LLC, is a UK domiciled
limited company that is authorized and regulated by the Financial
Conduct Authority.
© 2022 SouthernSun Asset Management, LLC.
All Rights Reserved.