The Price-to-Value Podcast with Southeastern Asset Management
Welcome to The Price-to-Value Podcast with Southeastern Asset Management. This podcast series is for people interested in hearing Southeastern’s take on the topics that are top of mind for our clients and how they may impact our portfolios, from our Business, People, Price perspective.
In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.
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