Local perspective, global expertise – operating as one team benefits all our strategies

Experience

Joined

Location

Education

Learn about the people behind our teams:

Our Client Relations Team

We are dedicated to providing the best possible service to our existing and prospective clients across the globe.

We seek to partner with our clients by aligning our interests through co-investment and promoting an open dialogue. Our client relations team serve as the day-to-day liaison between our clients and our research team, and they are deeply knowledgeable and well-versed in the history and investment approach of the firm, as well as current and past portfolio investments. We aim to be transparent in our communication and are available as needed to support our clients’ ongoing needs.

    Our Corporate Officers

    Our corporate officers and institutional structure support our unique investment approach and enable a constant focus on promoting the best interests of our client partners.

    Our experienced corporate officers ensure that the internal operations of Southeastern effectively support our clients and our investment research and that regulatory and compliance matters are handled with the highest degree of integrity.

      Our Executive Committee

      The Executive Committee oversees our key management functions and perpetuates our partnership-driven culture.

      The Executive Committee represents three actively engaged generations of firm leadership with global perspectives. In his role as CEO, Ross Glotzbach is supported by the Executive Committee and by our team of proven and seasoned senior department heads who oversee legal, compliance, risk management and client relations and communications. The Executive Committee works with these department heads to coordinate the firm’s management functions, to set the strategy and goals for the firm and to ensure we always stick to the guiding principles that define our unique culture.

        Our Information Technology Team

        Our Information Technology (IT) team has built a robust and flexible computing environment to enable a constant focus on investing and the best interests for our client partners.

        Our IT team is committed to delivering the highest levels of availability and data security. All aspects of technology are a critical part of our ability to execute on our investing, trading and operational strategies. Our critical systems environment is a hybrid of cloud-based and on-premise solutions. Cybersecurity continues to be one of our largest areas of focus and is constantly evaluated and monitored by our team. Our cybersecurity strategy consists of a multifaceted approach that emphasizes security best practices to protect the firm’s data and computing environment.

        Our Research Team

        Our analysts are generalists, searching for the best bottom-up opportunities around the globe.

        We operate as a single, integrated, worldwide research team with all analysts reviewing and challenging one another’s work.

        We bring to bear all the team’s collective investing experience, industry knowledge and network of local contacts across the globe before committing our clients’ and our own capital. The full global team is involved throughout the investment process. Portfolio managers for each strategy make the final investment decisions.

          North America

          • 48-year presence,
          • 7 research professionals

          Asia

          • 25-year presence,
          • 5 research professionals

          Europe

          • 23-year presence,
          • 3 research professionals

          Our Trading Team

          Our robust and experienced trading team is focused on best execution on behalf of our clients.

          An intent focus on best execution informs all our decisions, including broker selection, and drives all our trades. As global markets have evolved to smaller average-trade sizes, higher volumes, venue fragmentation and a more rapid trading dynamic over the past several years, our trading department has focused on maintaining a world-class competency in market microstructure, routing protocols and electronic algorithmic trading. Southeastern is a recognized thought leader on the topic of market structure, and our traders are members of the IEX Trading Advisory Committee and Buyside Equity Traders Roundtable.

            Research Leadership

            O. Mason
            Hawkins, CFA

            Chairman

            More about me
            You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

            Chairman Mason Hawkins founded Southeastern in 1975. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

            52
            1975
            Memphis
            BA (Finance)
            University of Florida
            MBA (Finance)
            University of Georgia

            G. Staley
            Cates, CFA

            Vice-Chairman

            More about me
            We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

            Mr. Cates serves as Vice-Chairman of Southeastern. He is a co-portfolio manager on the Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

            38
            1986
            Memphis
            BA (Business Administration)
            University of Texas

            Ross
            Glotzbach, CFA

            CEO and Head of Research

            More about me
            Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

            Mr. Glotzbach serves as CEO and Head of Research. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

            21
            2004
            Memphis
            BA (Economics)
            Princeton University

            O. Mason
            Hawkins, CFA

            Chairman

            More about me
            You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

            Chairman Mason Hawkins founded Southeastern in 1975. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

            52
            1975
            Memphis
            BA (Finance)
            University of Florida
            MBA (Finance)
            University of Georgia

            G. Staley
            Cates, CFA

            Vice-Chairman

            More about me
            We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

            Mr. Cates serves as Vice-Chairman of Southeastern. He is a co-portfolio manager on the Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

            38
            1986
            Memphis
            BA (Business Administration)
            University of Texas

            Ross
            Glotzbach, CFA

            CEO and Head of Research

            More about me
            Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

            Mr. Glotzbach serves as CEO and Head of Research. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

            21
            2004
            Memphis
            BA (Economics)
            Princeton University

            Ken
            Siazon

            Portfolio Manager, Principal

            More about me
            We actively recycle capital from more fully valued investments to new qualifying investments, which we believe represent the highest and best use of our capital today. We continuously strive to maximize risk-adjusted returns for the future for us and our investment partners.

            Mr. Siazon heads our Asian research. He is the lead portfolio manager for Longleaf Partners Asia Pacific UCITS Fund. Prior to joining the company in 2006, he worked with Lehman Brothers in Singapore, Tokyo and Hong Kong, JP Morgan in Hong Kong and New York, Ford Motor Company in Tokyo and Fuji Bank in Tokyo. Mr. Siazon received his bachelor’s degree in Systems Engineering from the University of Virginia and holds a master’s in Business Administration from Harvard Business School.

            35
            2006
            Singapore
            BS (Systems Engineering)
            University of Virginia
            MBA
            Harvard Business School

            Brian
            Bolton

            Client Service Support Manager, ESG Integration & Reporting

            More about me

            Mr. Bolton joined Southeastern in 2011. He serves as a Manager on the Client Service Support team and is responsible for environmental, social and governance (ESG) integration and reporting. Prior to joining the company, he spent two years as an auditor at Watkins Uiberall in Memphis and three years as an auditor and consultant with Ernst & Young in Memphis and Charlotte. He received his Bachelor of Science in Accounting from Auburn University and a master’s in Business Administration from University of Memphis. He holds his CFA Level 4 Certificate in ESG Investing.

            18
            2011
            Memphis
            BS (Accounting)
            Auburn University
            MBA
            University of Memphis

            Brandon
            Arrindell, CFA

            Portfolio Manager, Principal

            More about me

            Brandon Arrindell, CFA is a senior analyst and Principal at Southeastern Asset Management, and the CEO and Portfolio Manager of Greenwood Pine Partners. Brandon graduated from Harvard College with a degree in economics and is a CFA charterholder. He is a member of the Board of Directors of Ubiquiti Inc. and serves on the board of multiple Memphis-area non-profit organizations including The Collective Blueprint, BRIDGES, and REACH Memphis.

            16
            2010
            Memphis
            BA (Economics)
            Harvard College

            Manish
            Sharma, CFA

            Portfolio Manager, Principal

            More about me

            Mr. Sharma is co-portfolio manager of Longleaf Partners International Fund and Longleaf Partners Asia Pacific UCITS Fund. Prior to joining Southeastern in 2010, he was a Senior Manager at American Express in New York and Senior Analyst at Capital One Finance in Boise, ID. He also carried out Equity Research internships at the State Bank of India in Mumbai, at Weitz Funds in Omaha, NE and at MFS Investment Management in London. Mr. Sharma holds a degree in Mechanical Engineering from Indian Institute of Technology, a master’s in Mechanical Engineering from Michigan State University, and a master’s in Business Administration from University of Chicago.

            21
            2010
            Singapore
            BS (Mechanical Engineering)
            Indian Institute of Technology
            Masters (Mechanical Engineering)
            Michigan State University
            MBA
            University of Chicago

            John
            Woodman

            Portfolio Manager, Principal

            More about me

            Mr. Woodman joined Southeastern’s London office in 2016 and is co-portfolio manager for Longleaf Partners International Fund and portfolio manager of our Concentrated European Strategy. He previously held roles as Senior Vice President of the Certification and Business Enhancement division for SGS in New York, Executive Director at Goldman Sachs in the Global Research division in London, and Vice President at Citigroup in London. Mr. Woodman received his bachelor’s degree in Geography and Environmental Science from the University of Oxford.

            22
            2016
            London
            BA (Geography and Environmental Science)
            University of Oxford

            Lowry
            Howell, CFA

            Senior Analyst, Principal

            More about me

            Prior to joining Southeastern in 2006, Mr. Howell served as Security Analyst and Principal at Flippin, Bruce & Porter in Lynchburg, VA, as well as Equity Analyst and Associate Vice President at Southern Capital Advisors in Memphis. Mr. Howell holds both a bachelor’s degree in Finance and master’s in Accounting from Rhodes College.

            29
            2006
            Memphis
            BA (Finance)
            Rhodes College
            Masters (Accounting)
            Rhodes College

            Michael
            T. Galano, CAIA

            Head of Client Relations, Principal

            More about me

            Mr. Galano joined Southeastern in 2014. Prior to joining the company, he spent 13 years with AllianceBernstein in various roles, initially as a Senior Associate and Team Leader in their Private Client Group, then as a Regional Director within their Institutional Group, based in New York.  Prior to that, Mr. Galano was a Mergers and Acquisitions Research Analyst with Thomson Financial in Newark, NJ. He received his bachelor’s degree in Economics from Boston College and a master’s in Business Administration from New York University.  Mr. Galano is a holder of the Chartered Alternative Investment Analyst designation.

            24
            2014
            Greenwich, CT
            BA (Economics)
            Boston College
            MBA
            New York University

            Julio
            Utrera, CFA

            Senior Analyst

            More about me

            Mr. Utrera joined Southeastern's London Office as an Analyst in 2021. He previously held investment research roles in T. Rowe Price International Equities and AnaCap Financial Partners. Prior to that, he was an M&A Analyst at J.P. Morgan's Investment Banking division in London. Mr. Utrera received his bachelor's degree in Business Administration and Finance from C.U.N.E.F University and a master's degree in Value Investing from OMMA Business School. He holds his CFA Level 4 Certificate in ESG Investing.

            11
            2021
            London
            BS (Business Administration and Finance)
            C.U.N.E.F. University
            Masters (Value Investing)
            OMMA Business School

            Alicia
            Scarratt

            Analyst

            More about me

            Ms. Scarratt joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT. She received a Bachelor of Science degree in Geography from the University of Bristol and a Masters degree in Real Estate Investment and Finance from the University of Reading.

            8
            2019
            London
            BS (Geography)
            University of Bristol
            Masters (Real Estate Investment and Finance)
            University of Reading

            Jessica
            Pressgrove

            Chief Financial Officer, Principal

            More about me

            Ms. Pressgrove joined Southeastern in 2015. She spent 5 years with KPMG in the audit and assurance practice and then an additional 5 years with regional financial services firms based in Memphis. Ms. Pressgrove holds both a bachelor’s and master’s in Accounting from the University of Mississippi and is a Certified Public Accountant.

            14
            2015
            Memphis
            BS (Accounting)
            University of Mississippi
            MS (Accounting)
            University of Mississippi

            Andrew
            R. McCarroll

            General Counsel and Chief Compliance Officer, Principal

            More about me

            Mr. McCarroll joined Southeastern in 1998 and serves as General Counsel and as a member of Southeastern’s Executive Committee. Prior to that, he spent several years practicing corporate and securities law at a Nashville law firm. Mr. McCarroll obtained a bachelor’s in English and a JD degree from Vanderbilt University and a master’s in Religious Studies from The University of Chicago.

            28
            1998
            Memphis
            BA (English)
            Vanderbilt University
            MA
            University of Chicago
            JD
            Vanderbilt Law School

            Mike
            Wittke

            Chief Compliance Officer

            More about me

            Mr. Wittke serves as the Chief Compliance Officer of Southeastern Asset Management and the Longleaf Partners Funds. Mr. Wittke joined Southeastern in 2002 as Assistant General Counsel and became Chief Compliance Officer in 2005. Prior to joining Southeastern, Mr. Wittke was a Manager at PricewaterhouseCoopers in Boston, specializing in tax issues related to regulated investment companies. Mr. Wittke holds a bachelor’s degree in Business Administration from Michigan State University and a JD from Boston College Law School.

            27
            2002
            Memphis
            BA (Business Administration)
            Michigan State University
            JD
            Boston College Law School

            W. Douglas
            Schrank

            Head of Trading, Principal

            More about me

            Having joined Southeastern in 2009, Mr. Schrank is the Head of Trading. Prior to joining the company, he was the Head of Trading and a Member at Para Advisors. Mr. Schrank began his career as a sell-side block trader at Goldman Sachs in NYC prior to joining the firm’s Risk Arbitrage & Principal Strategies Group as a buy-side trader. Mr. Schrank received a bachelor’s degree in Political Science from Colgate University.

            24
            2009
            Memphis
            BA (Political Science)
            Colgate University

            Ken
            Anthony

            Trader

            More about me

            Mr. Anthony serves as a Trader and has been with Southeastern since 2005. His background includes a position as an Audit Associate at KPMG in Memphis. Mr. Anthony received both his bachelor’s and master’s degrees in Accounting from the University of Mississippi.

            19
            2005
            Memphis
            BA (Accounting)
            University of Mississippi
            MS (Accounting)
            University of Mississippi

            Chris
            Taylor

            Chief Information Security Officer

            More about me

            Mr. Taylor began working with Southeastern as an on-site IT contractor in 2015 and in 2017 joined full time as a Senior Systems Engineer. Prior to joining Southeastern, he worked in a wide range of roles throughout Memphis as an employee of an IT services and contracting firm, with a primary focus in security planning and remediation for healthcare and financial services clients.

            18
            2015
            Memphis

            Taieun
            Moon

            Analyst

            More about me

            Mr. Moon joined Southeastern’s Singapore Office as a full-time employee in 2019, after having interned with Southeastern in 2018. Mr. Moon holds a bachelor’s degree in Business Administration in Accounting and Finance from The University of Hong Kong.

            5
            2019
            Singapore
            BA (Business Administration in Accounting and Finance)
            University of Hong Kong

            Will
            Allen, CFA

            Analyst

            More about me

            Mr. Allen joined Southeastern’s Memphis office in 2022. He began his career at International Value Advisers (IVA) Funds. He received a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from the University of Dayton.

            5
            2022
            Memphis
            BS (Business Administration)
            University of Dayton

            Leonard
            Lim

            Junior Analyst

            More about me

            Mr. Lim joined Southeastern’s Singapore Office as a full-time employee in 2023, after having interned with Southeastern in 2022-23. Mr. Lim holds a bachelor’s degree in Accountancy from Nanyang Technological University.

            2
            2023
            Singapore
            Bachelor of Accountancy
            Nanyang Technological University

            Kanako
            Matsumoto

            Research Associate

            More about me

            Mrs. Matsumoto joined Southeastern in 2007 in Tokyo. She spent six years in Tokyo, followed by three years in Southeastern’s Singapore office, and relocated back to Tokyo in 2016, where she focuses on Japanese and Asian companies and research support. She holds a University Diploma in Business and Investment from London Metropolitan University.

            18
            2007
            Tokyo
            Business and Investments
            London Metropolitan University