Double maintains 2 strategies that include LOB - Live Oak Bancshares, Inc.
SeekingAlpha
During the first quarter of 2025, the SouthernSun Small Cap Strategy Composite returned -11.32% on a gross basis (-11.48% net). Click here to read the full commentary.
SeekingAlpha
Markets were mixed in Q1 as the new presidential administration made repeated waves with an avalanche of activity, which left markets uncertain of the likely path forward.
SeekingAlpha
Markets were mixed in Q1 as the new presidential administration introduced a flurry of activity, creating some uncertainty about the path forward. Read more here.
Yahoo
Over the last 7 days, the United States market has risen by 2.0%, contributing to a 12% climb over the past year, with earnings projected to grow by 14% annually. In this favorable environment, stocks that combine robust growth potential with high insider ownership can offer compelling opportunities, as they often reflect strong confidence from those closest to the company’s operations and strategy.
SeekingAlpha
The Fund fell (gross of fees) but outperformed the Russell 2000 Index. Read more here.
SeekingAlpha
The Fund fell (gross of fees) but outperformed the Russell 2000 Index. Read more here.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.57% | $23.34B | +31.58% | 1.12% |
CME | -17.18% | $97.17B | +37.77% | 3.95% |
GFI | -12.97% | $21.79B | +53.72% | 2.21% |
PHYS.U | -10.69% | - | - | 0.00% |
DRD | -10.14% | $1.21B | +68.55% | 1.94% |
AGI | -9.28% | $11.42B | +70.33% | 0.36% |
AU | -8.72% | $23.10B | +96.87% | 2.13% |
DFDV | -8.72% | $380.05M | +2,345.35% | 0.00% |
AEM | -8.67% | $60.11B | +81.15% | 1.31% |
TAL | -8.48% | $4.91B | +0.28% | 0.00% |
DG | -7.66% | $24.53B | -10.79% | 2.13% |
MOH | -7.58% | $15.97B | -3.35% | 0.00% |
WPM | -7.33% | $40.46B | +66.59% | 0.70% |
PPC | -7.03% | $10.70B | +45.42% | 0.00% |
CL | -6.84% | $74.65B | -1.20% | 2.18% |
HMY | -6.54% | $8.93B | +71.24% | 1.16% |
IAG | -5.60% | $4.20B | +100.82% | 0.00% |
K | -5.29% | $28.31B | +38.89% | 2.82% |
PM | -5.27% | $285.42B | +78.64% | 2.93% |
KMB | -4.99% | $44.08B | -1.73% | 3.72% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KRE | 81.87% | $3.44B | 0.35% |
KBE | 81.59% | $1.38B | 0.35% |
SMDV | 78.38% | $661.72M | 0.4% |
IAT | 78.27% | $631.32M | 0.4% |
XSVM | 77.59% | $577.03M | 0.37% |
BSVO | 77.29% | $1.44B | 0.47% |
EES | 77.21% | $589.35M | 0.38% |
DES | 77.10% | $1.87B | 0.38% |
IWN | 76.45% | $11.10B | 0.24% |
DFAT | 76.33% | $10.74B | 0.28% |
DFSV | 76.15% | $4.74B | 0.3% |
AVUV | 75.82% | $15.96B | 0.25% |
IJS | 75.52% | $6.23B | 0.18% |
VIOV | 75.36% | $1.27B | 0.1% |
SLYV | 75.31% | $3.70B | 0.15% |
TPSC | 75.25% | $204.79M | 0.52% |
VIOO | 74.27% | $2.90B | 0.1% |
SDVY | 74.20% | $8.12B | 0.59% |
GSSC | 74.17% | $557.11M | 0.2% |
SPSM | 74.06% | $11.29B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CATY | 82.48% | $3.14B | +23.91% | 3.06% |
FFIN | 81.95% | $5.27B | +28.24% | 1.98% |
HOPE | 80.96% | $1.34B | +3.05% | 5.38% |
BHLB | 80.71% | $1.17B | +17.45% | 3.58% |
AUB | 80.52% | $4.52B | -0.22% | 4.28% |
UCB | 80.28% | $3.54B | +16.45% | 3.28% |
PFS | 80.10% | $2.11B | +25.31% | 5.69% |
TCBI | 79.80% | $3.52B | +30.48% | 0.00% |
ABCB | 79.74% | $4.31B | +28.65% | 1.13% |
WSFS | 79.64% | $3.02B | +19.49% | 1.17% |
SBCF | 79.34% | $2.24B | +12.21% | 2.82% |
BANR | 79.28% | $2.16B | +32.07% | 3.11% |
CADE | 79.23% | $5.68B | +10.96% | 3.30% |
PPBI | 79.14% | $2.08B | -0.33% | 6.25% |
IBOC | 79.12% | $4.02B | +16.50% | 2.13% |
FFBC | 79.09% | $2.30B | +12.82% | 4.03% |
SSB | 79.07% | $9.03B | +21.30% | 2.46% |
UBSI | 79.02% | $5.18B | +14.39% | 4.10% |
INDB | 78.86% | $2.77B | +33.91% | 3.55% |
HWC | 78.85% | $4.70B | +19.50% | 3.11% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
BTAL | -45.32% | $297.88M | 1.43% |
TAIL | -45.29% | $107.71M | 0.59% |
VIXY | -44.68% | $178.15M | 0.85% |
IVOL | -30.98% | $357.32M | 1.02% |
FXY | -24.37% | $855.96M | 0.4% |
SCHO | -19.48% | $10.89B | 0.03% |
FTSD | -18.75% | $228.22M | 0.25% |
SPTS | -18.15% | $5.78B | 0.03% |
XONE | -17.75% | $639.23M | 0.03% |
UDN | -17.54% | $145.02M | 0.78% |
VGSH | -17.48% | $22.42B | 0.03% |
UTWO | -16.84% | $374.45M | 0.15% |
FXE | -16.06% | $548.34M | 0.4% |
BWX | -15.84% | $1.40B | 0.35% |
IBTH | -15.12% | $1.57B | 0.07% |
IBTI | -14.90% | $1.02B | 0.07% |
BSMW | -14.89% | $102.10M | 0.18% |
IBTJ | -13.04% | $669.37M | 0.07% |
IGOV | -12.39% | $1.12B | 0.35% |
IBTK | -11.68% | $429.15M | 0.07% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
GDXJ | <0.01% | $5.59B | 0.51% |
FXB | 0.13% | $84.45M | 0.4% |
AGZD | -0.14% | $110.81M | 0.23% |
MSOS | 0.19% | $297.68M | 0.77% |
ICSH | 0.24% | $6.16B | 0.08% |
MEAR | -0.24% | $1.09B | 0.25% |
TAXF | -0.28% | $490.73M | 0.29% |
JMBS | 0.31% | $5.45B | 0.22% |
SCMB | -0.37% | $1.98B | 0.03% |
SMB | 0.38% | $272.79M | 0.07% |
IBMO | 0.40% | $519.70M | 0.18% |
CGCB | 0.44% | $2.34B | 0.27% |
PALL | -0.44% | $460.95M | 0.6% |
MBB | 0.44% | $38.09B | 0.04% |
TLH | 0.51% | $11.10B | 0.15% |
JSI | -0.51% | $833.00M | 0.49% |
LMBS | -0.55% | $5.04B | 0.64% |
GSST | -0.56% | $897.85M | 0.16% |
PZA | 0.64% | $2.81B | 0.28% |
VTEB | 0.70% | $36.39B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
FTS | -0.09% | $23.79B | +20.36% | 3.66% |
BGS | 0.12% | $361.48M | -51.39% | 16.78% |
AIFU | -0.12% | $3.36B | 0.00% | 0.00% |
SAND | 0.22% | $2.65B | +66.97% | 0.62% |
GIS | 0.29% | $29.70B | -16.94% | 4.42% |
LNTH | 0.44% | $5.59B | +0.37% | 0.00% |
LI | 0.46% | $24.56B | +54.98% | 0.00% |
HLN | -0.50% | $49.08B | +31.13% | 1.61% |
SRRK | -0.56% | $3.13B | +251.54% | 0.00% |
EXAS | -0.59% | $10.50B | +32.08% | 0.00% |
KO | 0.67% | $310.21B | +14.62% | 2.74% |
CHT | 0.67% | $34.44B | +12.12% | 3.23% |
MSIF | -0.74% | $831.23M | +47.01% | 6.11% |
NGG | 0.75% | $70.06B | +25.61% | 4.24% |
FNV | 0.75% | $31.79B | +38.33% | 0.87% |
CNC | -0.77% | $27.50B | -18.37% | 0.00% |
DOGZ | 0.80% | $324.76M | +68.38% | 0.00% |
BULL | -0.83% | $5.04B | -1.71% | 0.00% |
MCK | 0.87% | $89.80B | +22.74% | 0.39% |
SO | 0.89% | $98.42B | +14.16% | 3.23% |
Current Value
$28.261 Year Return
Current Value
$28.261 Year Return