Finding Your Niche


Michael and Phillip Cook of SouthernSun Asset Management describe why they typically favor niche-y businesses, what tends to be going on that can make an idea interesting to them, how they believe they’ve improved their investment process over the years, and what they think the market is missing in Watsco, Dycom Industries and U.S. Physical Therapy.

If you are a subscriber, log in to access the issue and bonus archive: