Non-US Mandate | Southeastern Asset Management

Non-US Mandate

Non-US Mandate

Non-US Portfolio Information

  • Portfolios normally contain 18-22 securities.
  • Sector and industry weightings are a by-product of bottom-up investment decisions.
  • Most investments have at least $1 billion USD market capitalization given our asset size and concentrated approach.
  • Portfolios normally contain non-US developed and emerging market companies and up to 30% US domiciled companies generally with more than half of revenues, profits, or value outside of the US
  • We do not hedge currency exposure.
  • Cash is the by-product of a lack of qualifying investment opportunities.


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

We adhere to the same Governing Principles.
We employ the same Investment Approach.
We follow the same Investment Process.

Brief Summary

Founded 1975

Independent investment advisory firm

100% employee-owned

Research team of thirteen analysts

Non-US Mandate Facts at 6/30/19

$0.6 billion total non-US assets
(including comingled fund)

$25 million minimum account size
Inception 1998


In US (901) 761-2474
In UK +44 (0) 20 7479 4200
In Singapore +65 6591 5430

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