Episode Synopsis "SCOUT Episode 2 – “It’s All Bearings Nowadays”"

In this episode, Mike Cross introduces you to a company that literally makes the world go around: The Timken Company. Let's go on a virtual tour of Timken's high-tech Tyger River facility that makes tapered roller bearings for wind towers and discover why "it's all bearings nowadays."   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.

Listen "SCOUT Episode 2 – “It’s All Bearings Nowadays”"

More episodes of the podcast SCOUT by SouthernSun Asset Management

• SCOUT Episode 5 - "The Sound of Silence"
• SCOUT Episode 4 - "Making Spirits Bright"
• SCOUT Episode 3 - “Meet You at the Pitch”
• SCOUT Episode 2 – “It’s All Bearings Nowadays”
• SCOUT Episode 1 – “I’ll Have the Salmon, Please.”