Experience
Joined
Location
Education
Learn about the people behind our teams:
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 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.
The ESG Committee is chaired by our Head of Client Relations and Communications and includes our Manager of ESG Integration and Reporting, as well as senior representation from our Research, Client Relations, Legal and Finance/Human Resources teams. The ESG Committee is involved in ongoing oversight of the incorporation of ESG matters into our investment process and client reporting, as well as our day-to-day business operations. The committee also works with our Operations/Human Resources teams to help review and integrate Diversity, Equity and Inclusion (DEI) reporting, policies and training. The committee meets at least quarterly, with much more frequent direct communication informally as needed. The Committee Chair reports directly to our CEO and Head of Research on progress on a weekly basis.
The Executive Committee represents three actively engaged generations of firm leadership with global perspectives. In his role as CEO, Ross Glotzbach is supported by the Executive Committee and by our team of proven and seasoned senior department heads who oversee legal, compliance, risk management and client relations and communications. The Executive Committee works with these department heads to coordinate the firm’s management functions, to set the strategy and goals for the firm and to ensure we always stick to the guiding principles that define our unique culture.
Our IT team is committed to delivering the highest levels of availability and data security. All aspects of technology are a critical part of our ability to execute on our investing, trading and operational strategies. Our critical systems environment is a hybrid of cloud-based and on-premise solutions. Cybersecurity continues to be one of our largest areas of focus and is constantly evaluated and monitored by our team. Our cybersecurity strategy consists of a multifaceted approach that emphasizes security best practices to protect the firm’s data and computing environment.
We have a technically diverse IT group comprised of 8 team members, with the following two in leadership roles that are focused on defining and implementing our cybersecurity strategy.
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
Asia
Europe
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 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.
Chairman Mason Hawkins founded Southeastern in 1975 and oversees the company with 50 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.
Mr. Cates serves as Vice-Chairman of Southeastern and has 36 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.
Mr. Glotzbach serves as CEO and Head of Research and has 19 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.
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.
Mr. Shores is a co-portfolio manager for Longleaf Partners International Fund, portfolio manager of our Concentrated European Strategy 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.
Brandon Arrindell, CFA is a senior analyst and Principal at Southeastern Asset Management, and the CEO and Portfolio Manager of Greenwood Pine Partners. Brandon graduated from Harvard College with a degree in economics and is a CFA charterholder. He is a member of the Board of Directors of Ubiquiti Inc. and serves on the board of multiple Memphis-area non-profit organizations including The Collective Blueprint, BRIDGES, and REACH Memphis.
Mr. Howell’s investment experience spans 27 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.
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.
Mr. Woodman joined Southeastern’s London office in 2016 and is a Senior Analyst and co-portfolio manager of our Concentrated European Strategy. He has 20 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.
Global Head of Client Relations and Communications,
Chair of ESG Committee, Principal
Ms. Myerberg joined Southeastern in 2008 and oversees our global client relations and communications efforts. Based in our London office, she is a member of Southeastern's Executive Committee, chairs the ESG Committee and serves as CEO and a board member of Southeastern Asset Management International (UK) Limited. She served as Chairman of the Board for the Longleaf Management Company (Ireland) Limited for seven years. 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. She completed the Cambridge Institute for Sustainability Leadership Business Sustainability Management course in 2020.
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.
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.
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.
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.
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.
Ms. Craddock serves in Portfolio Management Operations after being a trader for most of her Southeastern career. Before joining the company in 1986, 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.
Mr. Anthony serves as Head of Portfolio Risk Management 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.
Mr. McCarroll joined Southeastern in 1998 and serves as General Counsel and as a member of Southeastern’s Executive Committee. 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.
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.
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.
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.
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.
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.
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.
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.
Mr. Taylor began working with Southeastern as an on-site IT contractor in 2015 and in 2017 joined full time as a Senior Systems Engineer. Prior to joining Southeastern, he worked in a wide range of roles throughout Memphis as an employee of an IT services and contracting firm, with a primary focus in security planning and remediation for healthcare and financial services clients.
Mr. Bolton joined Southeastern in 2007 as a Business Systems Engineer. He served as Head of Strategic Business Projects and Chief Technology Officer before being named Chief Information Officer in 2021. Prior to joining the company, he spent two years as a Programmer Analyst with FedEx Services in Memphis.
Mr. Utrera joined Southeastern's London Office as an Analyst in 2021. He has 9 years of investment experience and previously held investment research roles in T. Rowe Price International Equities and AnaCap Financial Partners. Prior to that, he was an M&A Analyst at J.P. Morgan's Investment Banking division in London. Mr. Utrera received his bachelor's degree in Business Administration and Finance from C.U.N.E.F University and a master's degree in Value Investing from OMMA Business School. He holds his CFA Level 4 Certificate in ESG Investing.
Mr. Zhang joined Southeastern’s Singapore Office as a Research Associate in 2014. He has 8 years of investment experience. He holds a BBA (Hons) in Accounting and Finance from the National University of Singapore.
Ms. Cardale joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT and has 6 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.
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 University.
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.
Mr. Allen joined Southeastern’s Memphis office in 2022. He began his career at International Value Advisers (IVA) Funds and has 2 years of investment experience. He received a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from the University of Dayton.
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.
