Non-US Mandate

Non-US Portfolio Information

  • Portfolios normally contain 18-22 securities.
  • Sector and industry weightings are a by-product of bottom-up investment decisions.
  • Most investments have at least $1 billion USD market capitalization given our asset size and concentrated approach.
  • Portfolios normally contain non-US developed and emerging market companies and up to 30% US domiciled companies generally with more than half of revenues, profits, or value outside of the US
  • 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


Non-US Mandate Facts at 9/30/14

$0.5 billion total non-US assets
$50 million minimum account size
Inception 1998


Contact

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