Welcome to the Price-to-Value Podcast with Southeastern Asset Management

The P/V Podcast

Global Volatility and Opportunity with Southeastern’s Portfolio Managers

Episode 11 / March 2020

The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day.

In this episode, Mason Hawkins (Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Staley Cates (Vice-Chairman and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Ross Glotzbach (CEO and Co-PM of Global, Non-US, US Large Cap and US Small Cap), Ken Siazon (PM of Asia Pacific and Co-PM of Non-US) and Josh Shores (Co-PM of Non-US) discuss the expected near-term impact of COVID-19 and resulting market volatility on our portfolios, as well as our long-term outlook for the opportunity that we believe this volatility will create.