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

ValueWalk's ValueTalks Podcast

Will Value Outperform with Ross Glotzbach

February 2021

Raul Panganiban, host of ValueWalk's ValueTalks Podcast, interviews Southeastern's CEO and Head of Research, Ross Glotzbach.

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.