000 Our Process - 1st Assemble Rough Cut

Proven Investment Approach

Our proven global investment approach focuses on protecting capital and delivering absolute returns.


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Title / Topics Speaker(s) Duration Slides / Visuals

Idea Origination

Southeastern searches globally for qualified investment opportunities.

Ross Glotzbach, Staley Cates, Scott Cobb 1:40  

The Appraisal Methods

Our analysts use three primary methods to appraise a business.

Staley Cates, Scott Cobb 1:16  

Team Analyzes & Debates

In-depth reports are developed for qualifying businesses. A devil's advocate is also selected to attack the concept.

Staley Cates, Scott Cobb 1:09  

The Final Decision

Team makes final selection and takes position.

Staley Cates, Scott Cobb 1:37  

Appraisals Are Key

We base our investment decisions on the intrinsic value of the business.

Staley Cates, Mason Hawkins 1:08  


The statements and opinions expressed are those of the speaker and are as of the date of this presentation. All information is historical and not indicative of future results and subject to change. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. Past performance does not guarantee future results. Holdings are subject to change and holding discussions are not recommendations to buy or sell any security. Current and future holdings are subject to risk.

Further information about Southeastern Asset Management can be found in our ADV Part 2, available at

As we hold the webcast for investors around the world, performance and holdings discussed includes those of the US Longleaf Partners Funds as well as the Longleaf Partners UCITS Funds. Before investing in any Longleaf Partners fund, you should carefully consider the Fund’s investment objectives, risks, charges, and expenses. For a current Prospectus and Summary Prospectus, which contain this and other important information, as well as current performance and portfolio holdings information, visit Please read the Prospectus and Summary Prospectus carefully before investing.

Before investing in any Longleaf Partners UCITS Fund, prospective investors should review the UCITS Funds’ Prospectus and Key Investor Information Document carefully to learn more about the investment objectives, risks, charges and expenses of the Longleaf Partners UCITS Funds. This information, as well as current performance and portfolio holdings information, can be found at Any subscription may only be made on the terms of the Prospectus and subject to completion of a subscription agreement. The Longleaf Partners UCITS Funds are not for sale in the United States and no shares of the Longleaf Partners UCITS Funds may be offered or sold in jurisdictions where such offer or sale is prohibited.



Partnership is core to all that we do - within our firm, with our investors, and with company management teams.
Southeastern has many differentiating qualities and value propositions.

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