ValueWalk's ValueTalks Podcast
February 2021
They begin by discussing Ross’ background, his journey to Southeastern and an overview of the firm’s long-term, concentrated, engaged approach to value investing. Ross discusses why he thinks it is a great time to be a value investor, after an extended period of the style being out of favor, and his optimism for the companies that Southeastern owns across its portfolios today. The interview concludes with a round of personal questions and Ross’s closing thoughts on why value investing should outperform.