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Southeastern Asset Management, Inc.
       
 
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Southeastern Asset Management, Inc.
 
 
Overview: 

Investment Philosophy

We believe we can deliver superior long-term absolute returns and minimize risk of capital loss by owning equity securities in a portfolio of 18-22 competitively entrenched, well-managed businesses purchased at steep discounts to their intrinsic values.
Partnership Investing

Southeastern's employees and related entities are the largest owners across the Longleaf Partners Funds. Our Code of Ethics requires employees to use funds advised by Southeastern to own public equities unless granted an exception.
Competitive Advantages
Proven Investment Discipline
Thirty-seven years of successful results across multiple equity universes using the same in-depth, rigorous, research discipline to assess business value, quality, and management competence.
Long-Term Investment Horizon
Long-term stability to look beyond short-term market pressures and invest based on intrinsic business values because of being employee owned with like-minded clients.
Corporate Management Insight and Access
Superior insight and access provided by our extensive contacts, partnership record, and global presence.
Cohesive Investment Team
Consistent leadership and philosophy for over three decades guiding a single, global, multigenerational team.
Aligned Partnership Approach
Alignment of interests through our investment ownership requirement, our firm's independence, and our selection of stocks with vested management.
History: 

1975    Southeastern is started to take advantage of opportunities created by the bear market.
1987    Longleaf Partners Fund opens to allow employees to invest in a conflict free manner in the same companies owned by clients.
1989    Employees seed Longleaf Partners Small-Cap Fund to purchase compelling businesses too small to hold in existing portfolios.
1995    Partners Fund closes to new investors as we sell fully valued businesses and cannot find many qualifying new investments.
1996    Employees seed Longleaf Partners Realty Fund to take advantage of the growing universe of undervalued publicly traded real estate.
1997    Small-Cap Fund closes to new investors as we sell fully valued businesses and cannot find many qualifying new investments. The Fund's size dictates remaining closed.
1998    Partners Fund re-opens as global market dislocations present new opportunities.
1998    Employees seed Longleaf Partners International Fund to take advantage of numerous undervalued businesses outside of the US.
1998    Tokyo office opens to expand our ability to take advantage of significantly discounted Asian companies.
1999    Partners Fund closes to new investors as we sell fully valued businesses and cannot find many qualifying new investments.
2000    Global mandate launches when a client asks to combine US and non-US companies in one portfolio.
2000    Partners Fund re-opens as the technology bubble attracts so much capital that many great non-tech businesses are left ignored and extremely discounted.
2001    London office opens to expand our ability to take advantage of compelling opportunities across Europe.
2001    Shutter $500 million Realty Fund and return capital to shareholders because the undervalued publicly traded real estate universe shrinks enough to limit long-term opportunities.
2004    Partners Fund closes to new investors as we sell fully valued businesses and cannot find many qualifying new investments.
2004    International Fund closes to new investors as we sell fully valued businesses and cannot find many qualifying new investments.
2006    International Fund re-opens as investments outside of the US become attractive.
2006    Singapore office opens to strengthen research and trading capabilities in Asia.
2008    Partners Fund re-opens as qualifying companies become discounted with the demise of the US credit and housing bubble.
2010    Affiliated entities of Southeastern seed Longleaf Partners Global UCITS Fund following demand from institutions outside of the US for a pooled vehicle to invest with Southeastern.
2012    The Longleaf Partners US UCITS Fund was launched following demand from institutions outside the US for a pooled vehicle to invest with Southeastern.
2012    The Longleaf Partners Global Fund was launched.
2013    Tokyo office merges into Singapore office.
KEY Facts: 

Founded 1975
Independent investment advisory firm
100% employee owned
Asset Under Management: 

Total    $34.6 billion
US Large Cap Equities    17.2 billion
Global Equities    11.4 billion
US Small Cap Equities (closed)    4.0 billion
Non-US Equities    2.0 billion


 
 
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