Commentary

Commentary

000 Our Process - 1st Assemble Rough Cut

Our proven global investment approach seeks to reduce risk and deliver strong absolute returns over time through in-depth, fundamental bottom-up research of more than 4,000+ companies worldwide.

Chapters

Clicking titles below will allow you to jump to that specific sequence.
Title / Topics Speaker(s) Duration Slides / Visuals

Idea Origination


Southeastern searches globally for qualified investment opportunities.

Ross Glotzbach, Staley Cates, Scott Cobb 1:40  

The Appraisal Methods


Our analysts use three primary methods to appraise a business.

Staley Cates, Scott Cobb 1:16  

Team Analyzes & Debates


In-depth reports are developed for qualifying businesses. A devil's advocate is also selected to attack the concept.

Staley Cates, Scott Cobb 1:09  

The Final Decision


Team makes final selection and takes position.

Staley Cates, Scott Cobb 1:37  

Appraisals Are Key


We base our investment decisions on the intrinsic value of the business.

Staley Cates, Mason Hawkins 1:08  

Disclaimer

The statements and opinions expressed are those of the speaker and are as of the date of this presentation. All information is historical and not indicative of future results and subject to change. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. Past performance does not guarantee future results. Holdings are subject to change and holding discussions are not recommendations to buy or sell any security. Current and future holdings are subject to risk.

Further information about Southeastern Asset Management can be found in our ADV Part 2, available at www.adviserinfo.sec.gov.

As we hold the webcast for investors around the world, performance and holdings discussed includes those of the US Longleaf Partners Funds as well as the Longleaf Partners UCITS Funds. Before investing in any Longleaf Partners fund, you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. For a current Prospectus and Summary Prospectus, which contain this and other important information, as well as current performance and portfolio holdings information, visit longleafpartners.com. Please read the Prospectus and Summary Prospectus carefully before investing.

Before investing in any Longleaf Partners UCITS Fund, prospective investors should review the UCITS Funds’ Prospectus and Key Investor Information Document carefully to learn more about the investment objectives, risks, charges and expenses of the Longleaf Partners UCITS Funds. This information, as well as current performance and portfolio holdings information, can be found at ucits.longleafpartners.com. Any subscription may only be made on the terms of the Prospectus and subject to completion of a subscription agreement. The Longleaf Partners UCITS Funds are not for sale in the United States and no shares of the Longleaf Partners UCITS Funds may be offered or sold in jurisdictions where such offer or sale is prohibited.

 

Webcasts

11/17/16
Replay of the 3Q16 Partners Webcast

Videos

Partnership is core to all that we do - within our firm, with our investors, and with company management teams.
Southeastern has many differentiating qualities and value propositions.

Featured Articles