Read the latest articles covering Southeastern, Longleaf and our team in various periodicals and publications.
Southeastern’s Vice-Chairman, Staley Cates, recently spoke with Robert Huebscher of Advisor Perspectives about how David Swensen impacted our business, how we apply our “Business, People, Price" approach to value investing and where we’re finding opportunities in both the US and abroad.
Staley Cates and Ross Glotzbach discuss the decision to reopen the Longleaf Partners Small-Cap Fund and share their views on opportunities that have arisen amid the coronavirus crisis and their long-term outlook for the small-cap space.
Mason Hawkins, Staley Cates and Ross Glotzbach discuss the investment environment amid the COVID-19 global pandemic and the compelling value investment opportunities that are surfacing as a result.
Josh Shores discusses the compelling investment opportunity set outside of the US.
Ross Glotzbach discusses Southeastern’s fundamental, bottom up, engaged investment approach in the current environment.
Ken Siazon discusses Southeastern’s Asia Pacific strategy and current investment opportunities in the region.
Staley Cates outlines why active management wins in the long-term.
Southeastern’s research team describes our investment approach and highlights some of the compelling opportunities they are finding outside of the US.
Staley Cates discusses quality businesses available at discounted prices.
The listed articles have appeared in various periodicals and publications over time and are not a complete list of writings about Southeastern or Longleaf. The publications control the timing and content, which has not been updated since the dates shown. The statements and opinions expressed are those of the author and are as of the date of the interview or article. Southeastern’s views may have changed, and the articles are not a recommendation to buy any security. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. Top 10 holdings for each Fund, as of the most recent quarter end, can be found at the following links.
These articles must be preceded or accompanied by a current Longleaf Prospectus. View performance information and the Prospectus and Summary Prospectus, which should be read carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Past performance does not guarantee future results. Please click here for definitions of certain terms used.
Longleaf Partners Funds are distributed by ALPS Distributors, Inc. There is no affiliation between Southeastern Asset Management and ALPS.
For those interested in the Longleaf Partners UCITS Funds, the articles tend to concern the US Longleaf Funds, not the UCITS Funds. For more information on the UCITS Funds, including a prospectus and Key Investor Information Document (KIID), potential eligible investors should call +44 (0) 20 7479 4200 or [email protected]. Potential eligible investors should read the prospectus and Key Investor Information Document (KIID) carefully, considering the investment objectives, risks, charges, and expenses of the product, before making any investment decision.