Our people are passionate about our investment approach and dedicated to partnering with our clients

Experience

Joined

Location

Education

We recognize that our people are our most important asset, and we are focused on creating a culture and environment that supports and provides a path to growth for all employees. With multiple generations of active firm leadership in place, each bringing a different perspective to management and business decisions, our people work across departments with a common goal of creating long-term value for our client partners and ourselves.

Mason
Hawkins, CFA

Chairman

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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. 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 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.

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

Ross
Glotzbach, CFA

CEO and Head of Research

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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. 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.

2004
Memphis
BA (Economics)
Princeton University

Will
Allen, CFA

Analyst

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Mr. Allen joined Southeastern’s Memphis office in 2022. He began his career at International Value Advisers (IVA) Funds. He received a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from the University of Dayton.

2022
Memphis
BS (Business Administration)
University of Dayton

Ken
Anthony

Trader

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Mr. Anthony serves as a Trader 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.

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

Brandon
Arrindell, CFA

Portfolio Manager, Principal

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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.

2010
Memphis
BA (Economics)
Harvard College

Brister
Barrett, CFA

Research Data Analyst

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Mr. Barrett joined Southeastern's Memphis office in 2012. Previously, he served as First Vice President at Morgan Keegan & Company, Inc. working in corporate debt, asset securitization, real estate structured finance, and financial institutions investment banking. Brister is a CFA charterholder and received his Bachelor of Science in Systems and Information Engineering and a double major in Economics with a finance concentration from the University of Virginia.

2012
Memphis
BS (Systems Engineering and Economics)
University of Virginia

Julia
Greenstein

Client Relations Director

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Ms. Greenstein joined Southeastern’s Greenwich Office as a full-time employee in 2021, after having interned with Southeastern in 2020. She received a bachelor’s degree in Communications and Leadership with a minor in Business from the University of Texas at Austin.

2021
New York City
BS (Communications and Leadership)
University of Texas at Austin

Ben
Hubbell

Head of Business Systems

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Mr. Hubbell joined Southeastern in 2016 and serves as the Head of Business Systems. Prior to joining Southeastern, Ben spent 15 years working for buy-side technology firms in a variety of implementation, consulting, and sales roles. Mr. Hubbell graduated with a Bachelor's Degree in History from Colgate University.

2016
Memphis
BA (History)
Colgate University

Lowry
Howell, CFA

Senior Analyst, Principal

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Prior to joining Southeastern in 2006, Mr. Howell 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.

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

Leonard
Lim

Junior Analyst

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Mr. Lim joined Southeastern’s Singapore Office as a full-time employee in 2023, after having interned with Southeastern in 2022-23. Mr. Lim holds a bachelor’s degree in Accountancy from Nanyang Technological University.

2023
Singapore
Bachelor of Accountancy
Nanyang Technological University

Kanako
Matsumoto

Research Associate

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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.

2007
Tokyo
Business and Investments
London Metropolitan University

Andy
McCarroll

General Counsel and Chief Compliance Officer, Principal

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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.

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

Jessica
Pressgrove

Chief Financial Officer, Principal

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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.

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

Alicia
Scarratt

Analyst

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Ms. Scarratt joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT. 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.

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

Doug
Schrank

Head of Trading, Principal

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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.

2009
Memphis
BA (Political Science)
Colgate University

Manish
Sharma, CFA

Portfolio Manager, Principal

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Mr. Sharma is co-portfolio manager of Longleaf Partners International Fund and 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.

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

Ken
Siazon

Portfolio Manager, Principal

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Mr. Siazon heads our Asian research. He is 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.

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

Chris
Taylor

Chief Information Security Officer

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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.

2015
Memphis

Julio
Utrera, CFA

Senior Analyst

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Mr. Utrera joined Southeastern's London Office as an Analyst in 2021. He 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.

2021
London
BS (Business Administration and Finance)
C.U.N.E.F. University
Masters (Value Investing)
OMMA Business School

John
Woodman

Portfolio Manager, Principal

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Mr. Woodman joined Southeastern’s London office in 2016 and is co-portfolio manager for Longleaf Partners International Fund and portfolio manager of our Concentrated European Strategy. He 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.

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