Global Mandate

Our Global strategy seeks to generate superior long-term investment returns and minimize the risk of permanent capital loss by investing primarily in a concentrated number of global companies that meet our Business, People, Price investment criteria.

We invest with a three-to-five-year investment horizon and take advantage of short-term volatility to own high quality businesses, run by capable management teams, whose stock prices we believe are trading temporarily at a discount. Our extensive, global network allows us to engage with our management partners to help drive long-term value creation.

$3.6 billion

Total Global assets at 10/31/19

$25 million

minimum account size

2000

Inception

Portfolio Information

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

  • We generally invest in companies with market capitalizations over $3 billion.

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

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

  • Portfolios normally contain 18-22 securities.

  • We do not hedge currency exposure.

  • If size begins to inhibit our ability to manage Global 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.