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Episode Synopsis "SCOUT Episode 6 - "In Good Hands""
Welcome to another episode of SCOUT. We’ve produced this podcast series to give clients and friends a view into SouthernSun’s investment process. Sit back and enjoy today’s latest episode of our podcast, “SCOUT: On the Road with SouthernSun”. Today we bring you the story of U.S. Physical Therapy, Inc. (USPh), one of the nation’s largest physical and occupational therapy businesses. USPh owns and operates more than 770 clinics across 44 states. We’re excited about our investment in this company – and we think you will be, too. Learn all about USPh’s three key traits: LEADERSHIP AND MANAGEMENT ADAPTABILITY Most large physical therapy clinics are run by business professionals with no clinical background. But not USPh. CEO Chris Reading is an experienced clinician, which helps USPh quickly garner credibility and trust with its customers. NICHE DOMINANCE From its strategic acquisition philosophy to its innovative industrial injury-prevention segment, USPh is experiencing steady growth in a medical field that is only growing in importance as our population ages and places more value on health and longevity practices such as preventative care. FINANCIAL FLEXIBILITY In November, USPh completed its largest acquisition ever (gaining access to a new state in the process) and continues to be well positioned to deploy its resources in strategically meaningful ways. 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. © 2025 SouthernSun Asset Management, LLC. All Rights Reserved.
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