Local perspective, global expertise – operating as one team benefits all our strategies

Experience

Joined

Location

Education

Learn about the people behind our teams:

Our Client Relations Team

We are dedicated to providing the best possible service to our existing and prospective clients across the globe.

We seek to partner with our clients by aligning our interests through co-investment and promoting an open dialogue. Our client relations team serve as the day-to-day liaison between our clients and our research team, and they are deeply knowledgeable and well-versed in the history and investment approach of the firm, as well as current and past portfolio investments. We have client relations representatives based across the US, in Europe and Australasia. We aim to be transparent in our communication and are available as needed to support our clients’ ongoing needs.

    Our Corporate Officers

    Our corporate officers and institutional structure support our unique investment approach and enable a constant focus on promoting the best interests of our client partners.

    Our experienced corporate officers ensure that the internal operations of Southeastern effectively support our clients and our investment research and that regulatory and compliance matters are handled with the highest degree of integrity.

      Our Research Team

      Our analysts are generalists, searching for the best bottom-up opportunities around the globe.

      We operate as a single, integrated, worldwide research team with all analysts reviewing and challenging one another’s work.

      We bring to bear all the team’s collective investing experience, industry knowledge and network of local contacts across the globe before committing our clients’ and our own capital. The full global team is involved throughout the investment process. Portfolio managers for each strategy make the final investment decisions.

        North America

        • 43-year presence,
        • 6 research professionals

        Asia

        • 20-year presence,
        • 5 research professionals

        Europe

        • 17-year presence,
        • 4 research professionals

        Our Risk Management Team

        Our strict risk management framework is embedded in the culture of our organization.

        At an investment level, we view risk as the possibility of permanent capital loss. Managing against this potential is deeply embedded in our investment approach, beginning with our bottom-up investment criteria. Our risk management team works in conjunction with the trading and research teams to actively monitor and optimize all portfolios to ensure adherence with portfolio guidelines and to manage risk on an ongoing basis at both the individual stock and portfolio level. At an organizational level, risk management is driven by the heads of each department in conjunction with the Enterprise Risk Management Committee, which provides firm-level risk oversight and develops the written policies and procedures that reflect current risk management frameworks and related internal controls.

          Our Trading Team

          Our robust and experienced trading team is focused on best execution on behalf of our clients.

          Our team of four traders span the US and Asia, ensuring that we have active coverage of all market trading hours. An intent focus on best execution informs all our decisions, including broker selection, and drives all our trades. As global markets have evolved to smaller average-trade sizes, higher volumes, venue fragmentation and a more rapid trading dynamic over the past several years, our trading department has focused on maintaining a world-class competency in market microstructure, routing protocols and electronic algorithmic trading. Southeastern is a recognized thought leader on the topic of market structure, and our traders are members of the IEX Trading Advisory Committee, ICI Equity Markets Advisory Committee and Buyside Equity Traders Roundtable.

            Research Leadership

            O. Mason
            Hawkins, CFA

            Chairman, Principal

            More about me
            You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

            Chairman Mason Hawkins founded Southeastern in 1975 and oversees the company with 47 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to the Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

            47
            1975
            Memphis
            BA (Finance)
            University of Florida
            MBA (Finance)
            University of Georgia

            G. Staley
            Cates, CFA

            Vice-Chairman, Principal

            More about me
            We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

            Mr. Cates serves as Vice-Chairman of Southeastern and has 33 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

            33
            1986
            Memphis
            BA (Business Administration)
            University of Texas

            Ross
            Glotzbach, CFA

            CEO and Head of Research, Principal

            More about me
            Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

            Mr. Glotzbach serves as CEO and Head of Research and has 16 years of investment experience. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

            16
            2004
            Memphis
            BA (Economics)
            Princeton University

            O. Mason
            Hawkins, CFA

            Chairman, Principal

            More about me
            You want to pursue a career in investing for the intellectual challenge, for the reward of being correct about your investment decisions and for the opportunity to help others.

            Chairman Mason Hawkins founded Southeastern in 1975 and oversees the company with 47 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Hawkins is a member of Southeastern’s Executive Committee. Prior to the Southeastern’s founding, he served as Director of Research for both Atlantic National Bank in Jacksonville, FL and First Tennessee Investment Management in Memphis. Mr. Hawkins graduated with a bachelor’s degree in Finance from the University of Florida and received his master’s in Business Administration in Finance from the University of Georgia.

            47
            1975
            Memphis
            BA (Finance)
            University of Florida
            MBA (Finance)
            University of Georgia

            G. Staley
            Cates, CFA

            Vice-Chairman, Principal

            More about me
            We want to be a kind of researcher’s nirvana, which we think starts with analysts being able to look at any idea anywhere in the world.

            Mr. Cates serves as Vice-Chairman of Southeastern and has 33 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap, International and Global Funds, as well as the Longleaf Global UCITS Fund. Mr. Cates is a member of Southeastern’s Executive Committee. Prior to joining the company in 1986, he worked as a Research Associate at Morgan, Keegan & Co. in Memphis. Mr. Cates graduated from the University of Texas with a bachelor’s degree in Business Administration.

            33
            1986
            Memphis
            BA (Business Administration)
            University of Texas

            Ross
            Glotzbach, CFA

            CEO and Head of Research, Principal

            More about me
            Southeastern is different because we are focused on a single investment discipline – we are long-term, concentrated, engaged value investors.

            Mr. Glotzbach serves as CEO and Head of Research and has 16 years of investment experience. He is a co-portfolio manager on Longleaf Partners, Small-Cap and Global Funds, as well as the Longleaf Partners Global UCITS Fund. Mr. Glotzbach is a member of Southeastern’s Executive Committee. Prior to joining Southeastern in 2004, he was a Corporate Finance Analyst at Stephens Inc. in Little Rock, AR. Mr. Glotzbach graduated from Princeton University with a bachelor’s degree in Economics.

            16
            2004
            Memphis
            BA (Economics)
            Princeton University

            Ken
            Siazon

            Head of Asia, Principal

            More about me
            We actively recycle capital from more fully valued investments to new qualifying investments, which we believe represent the highest and best use of our capital today. We continuously strive to maximize risk-adjusted returns for the future for us and our investment partners.

            Mr. Siazon heads our Asian research. He is co-portfolio manager for Longleaf Partners International Fund and the lead portfolio manager for Longleaf Partners Asia Pacific UCITS Fund. Prior to joining the company in 2006, he worked with Lehman Brothers in Singapore, Tokyo and Hong Kong, JP Morgan in Hong Kong and New York, Ford Motor Company in Tokyo and Fuji Bank in Tokyo. Mr. Siazon received his bachelor’s degree in Systems Engineering from the University of Virginia and holds a master’s in Business Administration from Harvard Business School.

            30
            2006
            Singapore
            BS (Systems Engineering)
            University of Virginia
            MBA
            Harvard Business School

            Josh
            Shores, CFA

            Portfolio Manager, Principal

            More about me
            We aim to think like a private buyer of a company, an owner of businesses. The key word there is “owner.” We’re thinking and acting like owners in every investment we make.

            Mr. Shores is a co-portfolio manager for Longleaf Partners International Fund and a member of Southeastern’s Executive Committee. After seven years in Southeastern’s London office, Mr. Shores is now based in Memphis. He splits his time between our Memphis and global offices and remains focused on Non-US investments. He joined Southeastern in 2007 after working at Smith, Salley & Associates in Greensboro, NC and Franklin Street Partners in Chapel Hill, NC. Mr. Shores holds bachelor’s degrees in Philosophy and Religious Studies from the University of North Carolina.

            17
            2007
            Memphis & London
            BA (Philosophy and Religious Studies)
            University of North Carolina

            Lowry
            Howell, CFA

            Senior Analyst, Principal

            More about me

            Mr. Howell’s investment experience spans 24 years. Prior to joining the company in 2006, he served as Security Analyst and Principal at Flippin, Bruce & Porter in Lynchburg, VA, as well as Equity Analyst and Associate Vice President at Southern Capital Advisors in Memphis. Mr. Howell holds both a bachelor’s degree in Finance and master’s in Accounting from Rhodes College.

            24
            2006
            Memphis
            BA (Finance)
            Rhodes College
            Masters (Accounting)
            Rhodes College

            Manish
            Sharma, CFA

            Senior Analyst, Principal

            More about me

            Mr. Sharma is a co-portfolio manager of Longleaf Partners Asia Pacific UCITS Fund. Prior to joining Southeastern in 2010, he was a Senior Manager at American Express in New York and Senior Analyst at Capital One Finance in Boise, ID. He also carried out Equity Research internships at the State Bank of India in Mumbai, at Weitz Funds in Omaha, NE and at MFS Investment Management in London. Mr. Sharma holds a degree in Mechanical Engineering from Indian Institute of Technology, a master’s in Mechanical Engineering from Michigan State University, and a master’s in Business Administration from University of Chicago.

            16
            2010
            Singapore
            BS (Mechanical Engineering)
            Indian Institute of Technology
            Masters (Mechanical Engineering)
            Michigan State University
            MBA
            University of Chicago

            John
            Woodman

            Senior Analyst

            More about me

            Mr. Woodman joined Southeastern’s London office in 2016. He has 14 years of investment experience and previously held roles as Senior Vice President of the Certification and Business Enhancement division for SGS in New York, Executive Director at Goldman Sachs in the Global Research division in London, and Vice President at Citigroup in London. Mr. Woodman received his bachelor’s degree in Geography and Environmental Science from the University of Oxford.

            14
            2016
            London
            BA (Geography and Environmental Science)
            University of Oxford

            Brandon
            Arrindell, CFA

            Senior Analyst, Principal

            More about me

            Mr. Arrindell has been with Southeastern since 2010. Prior to joining the company, he worked as an Investment Banking Analyst for Morgan Stanley in New York. Mr. Arrindell received a bachelor’s degree in Economics from Harvard College.

            11
            2010
            Memphis
            BA (Economics)
            Harvard College

            Yaowen
            Zhang, CFA

            Analyst

            More about me

            Mr. Zhang joined Southeastern’s Singapore Office as a Research Associate in 2014. He has 5 years of investment experience. He holds a BBA (Hons) in Accounting and Finance from the National University of Singapore.

            5
            2014
            Singapore
            BBA (Accounting and Finance)
            The National University of Singapore

            David
            Vyravipillai

            Analyst

            More about me

            Mr. Vyravipillai joined Southeastern’s London Office in 2014. He has 4 years of investment experience. He started his career in Investment Banking, as an Analyst at Goldman Sachs in London. Subsequent to that, he was part of the founding team at Tifosy, a sports crowdfunding platform authorised and regulated by the Financial Conduct Authority. He holds a MA (Hons) in Law from the University of Cambridge.

            5
            2014
            London
            MA (Law)
            University of Cambridge

            Luke
            Willert

            Analyst

            More about me

            Mr. Willert joined Southeastern’s Memphis Office in 2017. He received a bachelor’s degree in History from Pomona College and a masters degree in History from Harvard College.

            2
            2017
            Memphis
            BA (History)
            Pomona College
            Masters (History)
            Harvard College

            Alicia
            Cardale

            Analyst

            More about me

            Ms. Cardale joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT and has 3 years investment experience. She received a Bachelor of Science degree in Geography from the University of Bristol and a Masters degree in Real Estate Investment and Finance from the University of Reading.

            3
            2019
            London
            BS (Geography)
            University of Bristol
            Masters (Real Estate Investment and Finance)
            University of Reading

            Taieun
            Moon

            Analyst

            More about me

            Mr. Moon joined Southeastern’s Singapore Office as a full-time employee in 2019, after having interned with Southeastern in 2018. Mr. Moon holds a Bachelor’s degree in Business Administration in Accounting and Finance from The University of Hong Kong.

            1
            2019
            Singapore
            BA (Business Administration in Account and Finance)
            University of Hong Kong

            Kanako
            Matsumoto

            Research Associate

            More about me

            Mrs. Matsumoto joined Southeastern in 2007 in Tokyo. She spent six years in Tokyo, followed by three years in Southeastern’s Singapore office, and relocated back to Tokyo in 2016, where she focuses on Japanese and Asian companies and research support. She holds a University Diploma in Business and Investment from London Metropolitan University.

            13
            2007
            Tokyo
            BA (Business and Investments)
            London Metropolitan University

            Gwin
            G. Myerberg

            Global Head of Client Relations and Communications, Principal

            More about me

            A Southeastern employee since 2008, Ms. Myerberg is based in our London office. She served as Chairman of the Board for the Longleaf Management Company (Ireland) Limited for seven years and currently serves as CEO and a board member of Southeastern Asset Management International (UK) Limited. Previously, Ms. Myerberg was Manager of Investor Relations at Thales Fund Management in New York, NY and prior to that was Manager of Investor Relations at Twinfields Capital Management in Greenwich, CT. Ms. Myerberg holds a bachelor’s degree in Finance and Marketing from the McIntire School of Commerce at the University of Virginia.

            15
            2008
            London
            BA (Finance and Marketing)
            University of Virginia

            Michael
            T. Galano, CAIA

            Head of Client Relations – North America

            More about me

            Mr. Galano joined Southeastern in 2014. Prior to joining the company, he spent 13 years with AllianceBernstein in various roles, initially as a Senior Associate and Team Leader in their Private Client Group, then as a Regional Director within their Institutional Group, based in New York.  Prior to that, Mr. Galano was a Mergers and Acquisitions Research Analyst with Thomson Financial in Newark, NJ. He received his bachelor’s degree in Economics from Boston College and a master’s in Business Administration from New York University.  Mr. Galano is a holder of the Chartered Alternative Investment Analyst designation.

            19
            2014
            Greenwich, CT
            BA (Economics)
            Boston College
            MBA
            New York University

            Doug
            Burton, CFA

            Head of Client Relations – Asia Pacific

            More about me

            Based in Sydney, Mr. Burton joined Southeastern in 2011. He previously held positions as the Global Head of Client Service and CEO Americas for AXA Rosenberg in Orinda, CA, Managing Director for Australia/New Zealand for AXA Rosenberg in Sydney, and Client Portfolio Manager and Head of Client Service at AXA Rosenberg in Orinda. Additionally, Mr. Burton worked for Deseret Mutual Benefit Administrators in Salt Lake City, UT as a Portfolio Manager. His education includes a bachelor’s degree in Economics and a master’s in Finance, both from Brigham Young University, and a master’s degree in Economics from University of Utah.

            31
            2011
            Sydney
            BA (Economics)
            Brigham Young University
            Masters (Finance)
            Brigham Young University
            Masters (Economics)
            University of Utah

            Gary
            Wilson, CFA

            Client / Consultant Relations Director, Principal

            More about me

            Mr. Wilson has been with Southeastern since 2002. He is responsible for consultant and client relationships. Prior to joining Southeastern, he held a position with Citigroup in Tokyo as an Associate. Mr. Wilson graduated with a bachelor’s degree in History from Colgate University and a master’s in International Economics from Johns Hopkins School of Advanced International Studies.

            21
            2002
            Memphis
            BA (History)
            Colgate University
            Masters (International Economics)
            Johns Hopkins School of Advanced International Studies

            W. Adam
            Patterson, CFP

            Client Relations Director

            More about me

            Mr. Patterson joined Southeastern in 2014. His career background includes positions as an Investment Director at First Mercantile Trust Company, a subsidiary of MassMutual Financial Group, an Institutional Consultant with Consulting Services Group and a Corporate Credit Analyst with Morgan Keegan.  Mr. Patterson received his bachelor’s and master’s degrees in Business Administration from Millsaps College Else School of Management. 

            17
            2014
            Memphis
            BA (Business Administration)
            Millsaps College
            MBA
            Millsaps College Else School of Management

            Jim
            Barton, Jr., CFA

            Head of Risk Management, Principal

            More about me

            A Southeastern employee since 1998, Mr. Barton is the Head of Risk Management, after previously serving in roles as a Client Portfolio Manager and Trader for Southeastern. Prior to joining the firm, he served as a Proprietary Futures/Options Trader at Louis Dreyfus Corporation in Memphis. Additionally, Mr. Barton played professional basketball for BG-07, Ludwigsburg, Germany during the 1990-1991 seasons. Mr. Barton holds a bachelor’s degree in History from Dartmouth College.

            28
            1998
            Memphis
            BA (History)
            Darmouth College

            Sarah
            Lohrey

            Client Relations Director

            More about me

            Based in Los Angeles, Ms. Lohrey joined Southeastern in 2017. Prior to joining the company, Ms. Lohrey was the head of marketing and investor relations for The Cypress Funds LLC in Los Angeles for just over a year. Before Cypress, she was at Valiant Capital Management in San Francisco for seven years, where she worked as a research associate for three years and as an investor relations and marketing professional for four. Prior to that, Sarah worked in client service roles at Morgan Stanley and Fisher Investments. Ms. Lohrey received a Bachelor of Business Administration in Finance and Marketing from Ohio University.

            14
            2017
            Los Angeles
            BBA (Finance and Marketing)
            Ohio University

            John R.
            Owen, Jr.

            Client Relations Director

            More about me

            With Southeastern since 2010, Mr. Owen serves as a Client Relations Director. Before joining Southeastern, Mr. Owen was an institutional consultant at DeMarche Associates, Inc. in Kansas City, MO. Prior to that he served as an executive with Georgia-Carolina Manufacturing Co. in Augusta, GA. Mr. Owen began his career as a valuation analyst at Willamette Management Associates in Atlanta, GA after completing his Bachelor of Science in Management with concentrations in Finance and Marketing from the Georgia Institute of Technology.

            13
            2009
            Memphis
            BS (Science in Management)
            Georgia Institute of Technology

            Deborah
            L. Craddock, CFA

            Portfolio Management Operations, Principal

            More about me

            Ms. Craddock serves in Portfolio Management Operations after being a trader for most of her Southeastern career. Before joining the company in 1987, she worked as a Sales Assistant at Robison-Humphrey Co., Inc. in Memphis. Ms. Craddock received a bachelor’s degree in Economics from Rhodes College.

            33
            1987
            Memphis
            BA (Economics)
            Rhodes College

            Ken
            Anthony

            Portfolio Management Operations

            More about me

            Mr. Anthony is in Portfolio Management Operations and has been with Southeastern since 2005. His background includes a position as an Audit Associate at KPMG in Memphis. Mr. Anthony received both his bachelor’s and master’s degrees in Accounting from the University of Mississippi.

            14
            2005
            Memphis
            BA (Accounting)
            University of Mississippi
            MS (Accounting)
            University of Mississippi

            Andrew
            R. McCarroll

            General Counsel, Principal

            More about me

            Mr. McCarroll joined Southeastern in 1998 and serves as General Counsel. Prior to that, he spent several years practicing corporate and securities law at a Nashville law firm. Mr. McCarroll obtained a bachelor’s in English and a JD degree from Vanderbilt University and a master’s in Religious Studies from The University of Chicago.

            23
            1998
            Memphis
            BA (English)
            Vanderbilt University
            MA
            University of Chicago
            JD
            Vanderbilt Law School

            Mike
            Wittke

            Chief Compliance Officer

            More about me

            Mr. Wittke serves as the Chief Compliance Officer of Southeastern Asset Management and the Longleaf Partners Funds. Mr. Wittke joined Southeastern in 2002 as Assistant General Counsel and became Chief Compliance Officer in 2005. Prior to joining Southeastern, Mr. Wittke was a Manager at PricewaterhouseCoopers in Boston, specializing in tax issues related to regulated investment companies. Mr. Wittke holds a bachelor’s degree in Business Administration from Michigan State University and a JD from Boston College Law School.

            23
            2002
            Memphis
            BA (Business Administration)
            Michigan State University
            JD
            Boston College Law School

            Steve
            Fracchia

            Chief Operating Officer, Principal

            More about me

            Steve has been with Southeastern since 2007, when he initially joined as Chief Financial Officer & Head of Human Resources. Previously, Steve spent most of his career as a Certified Public Accountant and as a Partner of a regional CPA firm based in Memphis. Steve graduated from The University of Alabama in 1990 with a bachelor’s degree in Accounting.

            29
            2007
            Memphis
            BS (Accounting)
            University of Alabama

            W. Douglas
            Schrank

            Head of Trading, Principal

            More about me

            Having joined Southeastern in 2009, Mr. Schrank is the Head of Trading. Prior to joining the company, he was the Head of Trading and a Member at Para Advisors. Mr. Schrank began his career as a sell-side block trader at Goldman Sachs in NYC prior to joining the firm’s Risk Arbitrage & Principal Strategies Group as a buy-side trader. Mr. Schrank received a bachelor’s degree in Political Science from Colgate University.

            19
            2009
            Memphis
            BA (Political Science)
            Colgate University

            Michael
            Johnson

            Senior Trader

            More about me

            Mr. Johnson joined Southeastern in 2011. Prior to joining the company, he held the position of Senior Trader at Artio Global Investors (formerly Julius Baer Investment Management) and was Vice President of Trading at Lazard Asset Management, both in New York, NY. Mr. Johnson’s educational background includes a bachelor’s degree in Economics and International Relations from Connecticut College and a master’s from Stern School of Business at New York University.

            20
            2011
            Memphis
            BA (Economics & International Business)
            Connecticut College
            MBA
            New York University

            Wade
            E. Donels

            Senior Trader

            More about me

            Mr. Donels joined Southeastern in 2016. His career background includes positions as Senior Trader at Marsico Capital Management in Denver, CO, at Investment Advisors in Minneapolis, MN, and at Principal Financial Group in Des Moines, IA, in addition to a Trader position at Minnesota Mutual Life in St. Paul, MN. Mr. Donels received his bachelor's degree in Finance from Loras College.

            24
            2016
            Memphis
            BA (Finance)
            Loras College

            Frank
            Lee

            Trader

            More about me

            Mr. Lee joined Southeastern in 2017 and is based in our Singapore office. His background includes positions as trader at Neuberger Berman in Hong Kong and at Morgan Stanley. He also served as a Sales Trader at DBS Vickers in Singapore. Mr. Lee received his BBA in Finance at National University of Singapore in 2004.

            15
            2017
            Singapore
            BBA (Finance)
            National University of Singapore

            Jessica
            Pressgrove

            Chief Financial Officer

            More about me

            Ms. Pressgrove joined Southeastern in 2015. She spent 5 years with KPMG in the audit and assurance practice and then an additional 5 years with regional financial services firms based in Memphis. Ms. Pressgrove holds both a bachelor’s and master’s in Accounting from the University of Mississippi and is a Certified Public Accountant.

            13
            2015
            Memphis
            BS (Accounting)
            University of Mississippi
            MS (Accounting)
            University of Mississippi