Asia Pacific Mandate

Portfolio Information

  • The Portfolio's objective is long-term capital growth. Current income is not an objective.

  • Portfolios invest in companies across Asia, Japan, Australia, and New Zealand geographies. Country weightings are a by-product of the location of qualifying investments.

  • Portfolio construction is benchmark-agnostic, and sector, industry and country weights are a by-product of bottom-up investment decisions.

  • Portfolios generally invest in companies with market capitalizations of over US$1 billion.

  • Portfolios generally contain 15-25 securities.

  • If we cannot find qualifying investment opportunities, we will hold cash.

  • We do not hedge currency exposure.

  • We believe the strategy has a conservative capacity level of ~$2 billion and will continue to monitor this level over time. If size begins to inhibit our ability to manage Asia Pacific mandates, we will close to new investors.

Investment Discipline

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

Our Investment Approach

We are long-term, concentrated, engaged value investors.

The Investment Process

We are fundamental, bottom-up business appraisers.

Risk Management

We seek to minimize the risk of permanent capital loss.