Global Mandate

Global Portfolio Information

  • Portfolios normally contain 18-22 securities, a subset of those in US and non-US portfolios.
  • Sector and industry weightings are a by-product of bottom-up investment decisions.
  • Most investments have at least $3 billion USD market capitalization given our asset size and concentrated approach.
  • Country weightings are a by-product of the location of qualifying investments. Generally portfolios will have no less than 30% and no more than 70% of their assets invested in either US or non-US companies.
  • We do not hedge currency exposure.
  • Cash is the by-product of a lack of qualifying investment opportunities.

Management

Southeastern manages all mandates and portfolios using the same investment discipline.

We adhere to the same Governing Principles.
We employ the same Investment Approach.
We follow the same Investment Process.


Brief Summary

Founded 1975

Independent investment advisory firm

100% employee owned

Research team of ten analysts


Global Mandate Facts at 3/31/14

$10.2 billion total global assets
$50 million minimum account size
Inception 2000


Contact

In US (901) 761-2474
In UK +44 (0) 20 7479 4200
info@SEasset.com