Experience
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Learn about the people behind our teams:
We regularly engage with our employees through cross-departmental leadership groups, inter-departmental mentor and training sessions, firmwide virtual forums and semi-annual employee sentiment surveys. The common belief and passion for how we invest and for helping others remains the most important common thread that brings us together as a global team. Southeastern is committed to fostering and promoting a culture of diversity, equity and inclusion (DEI). We believe that a diverse and inclusive culture is key to achieving our mission. Incorporating diverse perspectives and insights help us make better, more informed investment decisions and achieve better outcomes for our clients, business and community.
North America
Asia
Europe
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 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, 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.
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 51 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 37 years of investment experience. He is a co-portfolio manager on the Longleaf Partners, Small-Cap 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 20 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 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.
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. 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.
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 has 21 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. Bolton joined Southeastern in 2011. He serves as a Manager on the Client Service Support team and is responsible for environmental, social and governance (ESG) integration and reporting. Prior to joining the company, he spent two years as an auditor at Watkins Uiberall in Memphis and three years as an auditor and consultant with Ernst & Young in Memphis and Charlotte. He received his Bachelor of Science in Accounting from Auburn University and a master’s in Business Administration from University of Memphis. He holds his CFA Level 4 Certificate in ESG Investing.
Mr. Howell’s investment experience spans 28 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. 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.
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.
Mr. Utrera joined Southeastern's London Office as an Analyst in 2021. He has 10 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.
Ms. Scarratt joined Southeastern’s London Office in 2019. She began her career at NewRiver REIT and has 7 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.
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. 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.
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. 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. 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. 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 4 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.
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.
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.
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. 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.
