Southeastern was founded on Ben Graham’s discipline of long-term, intelligent investing. Every business decision we make is based upon how to maximize the outcome for our client partners, of which Southeastern employees and affiliates are collectively the largest. We are long-term business owners, not asset gatherers. Southeastern employees are committed to partnering with our clients, our corporate partners, our fellow employees and our community. An equal passion for how we invest and for helping others is the most important common thread across our employees.
O. Mason Hawkins, CFA
Chairman
Operating as an independent, 100% employee-owned firm with multiple generations of consistent leadership enables us to always think and act like owners.
As a long-term, fundamental investor, we seek to own businesses, not trade pieces of paper. Our Founder and Chairman Mason Hawkins intentionally structured the firm to support our unique investment philosophy and to maintain constant focus on the best interests of our client partners. Our independence ensures our ability to stick to our core discipline throughout any market cycle so that we can work without distraction for our clients. Mason Hawkins and CEO and Head of Research Ross Glotzbach are the largest owners of the firm. These executive leaders bring valuable experience of operating a business to each investment discussion.
Multiple generations of investment leaders oversee the consistent pursuit of a single investment discipline by our global research team across five geographic mandates.
Our Chairman Mason Hawkins founded the business in 1975 and CEO and Head of Research Ross Glotzbach joined in 2004. Mason and Ross are committed to ensuring the next five-plus decades at Southeastern are as fruitful as our first fifty years.
Southeastern manages all mandates and portfolios using the same long-term, concentrated, engaged value investment discipline, which has produced strong returns through seven different market cycles. Our team of generalist research analysts operate as a single team, with everyone involved throughout the investment process across our strategies. Portfolio managers for each individual strategy make final decisions, with each regional decision helping to inform our global research view.
Total assets under management at 9/30/25
$3.9 billion
