Business Details
50+ Years
experience
Trusted Value Investment Management Since 1975
Southeastern Asset Management has been a leader in value equity investing since 1975, dedicated to delivering superior long-term returns through disciplined investment strategies. Our approach focuses on identifying high-quality businesses trading at discounts, with an emphasis on protecting capital and minimizing permanent loss. With over four decades of experience, we manage a range of investment offerings, including the Longleaf Partners Funds and global separately managed accounts, applying a consistent bottom-up methodology across all portfolios. Our team of seasoned professionals collaborates closely with company management to drive long-term value creation, serving institutional investors worldwide.Headquartered in Memphis, Tennessee, we maintain offices in Singapore, London, and Tokyo to support our global research network. Our commitment to transparency, client partnership, and ethical practices has solidified our reputation as a trusted advisor in the investment management industry. We prioritize alignment with our clients through employee ownership and shared investment principles, ensuring our interests remain closely tied to those of our partners.
Services
Value Investing
Portfolio Management
Global Equity Research
Mutual Fund Management
Institutional Accounts
Details
- Year established: 1975
Highlights and features
- We offer 40+ years of experience in value equity investing with consistent strategy application
- Our concentrated portfolios focus on 15-25 high-conviction investment ideas
- Global research team with offices in Memphis, Singapore, London, and Tokyo
- Employee-owned firm with $1.1 billion in client assets under management
- Proven track record of navigating market cycles since 1975
Services
Value Investing
Our value investing strategy identifies undervalued global businesses through rigorous fundamental analysis. We focus on companies with strong management teams and durable competitive advantages trading below intrinsic value. This approach seeks long-term capital appreciation by capitalizing on market inefficiencies and short-term volatility while maintaining a concentrated portfolio of 15-25 high-conviction positions across global markets.
Portfolio Management
We provide customized portfolio management solutions for institutional clients through mutual funds and separately managed accounts. Our disciplined approach combines bottom-up security selection with strategic asset allocation, maintaining strict risk controls and liquidity management. Portfolios are benchmark-agnostic with sector and country weights determined by our investment team's best ideas across global markets.
Global Equity Research
Our global equity research covers public companies across all regions through dedicated offices in Memphis, Singapore, London, and Tokyo. Analysts conduct in-depth fundamental analysis of business models, management quality, and valuation metrics. The research process emphasizes direct engagement with company management and industry experts to identify long-term value opportunities in both developed and emerging markets.
Mutual Fund Management
We manage a family of mutual funds including the Longleaf Partners Funds with varying market capitalization focuses. These SEC-registered funds follow our value investing principles with minimum investments of $10,000. Our fund management approach emphasizes shareholder alignment through employee ownership and active portfolio management, maintaining concentrated positions while ensuring liquidity for investors.
Institutional Accounts
Our institutional services cater to sophisticated investors through separately managed accounts with customized solutions. These accounts require minimum assets of $25 million and implement our value investing approach tailored to specific client needs. We provide transparent reporting and direct portfolio oversight while maintaining the same rigorous investment discipline applied across all our strategies.
People
Mason Hawkins
Chairman
Founded Southeastern in 1975 after serving as Director of Research for Atlantic National Bank and First Tennessee Investment Management. Holds finance degrees from University of Florida and University of Georgia. Continues active portfolio management role across multiple funds.
Ross Glotzbach
CEO and Head of Research
Serves as CEO and Head of Research since joining in 2004. Co-portfolio manager for multiple funds. Previously worked at Stephens Inc. Holds economics degree from Princeton University. Leads investment team with 20+ years of experience.
Brandon Arrindell
Portfolio Manager
Senior analyst and Principal at Southeastern since 2010. Also serves as CEO and Portfolio Manager of Greenwood Pine Partners. Holds economics degree from Harvard College and CFA designation. Active in Memphis community organizations.
Manish Sharma
Head of Non-US Research
CFA charterholder with extensive international experience. Previously worked at American Express and Capital One. Holds engineering degrees from Indian Institute of Technology and Michigan State University, plus MBA from University of Chicago.
Ken Siazon
Portfolio Manager
Leads Asian research with over 15 years of experience. Former roles at Lehman Brothers, JP Morgan, and Ford Motor Company. Holds Systems Engineering degree from University of Virginia and MBA from Harvard Business School.
Questions
What investment strategies does Southeastern Asset Management offer?
We provide long-term, concentrated value investing strategies through mutual funds and separately managed accounts focusing on global equities.
Who are Southeastern's typical clients?
We serve institutional investors including pension funds, endowments, and high-net-worth individuals seeking value-oriented investment solutions.
How does Southeastern approach risk management?
Our disciplined approach focuses on minimizing permanent capital loss through fundamental analysis and concentrated portfolio construction.
What is Southeastern's investment philosophy?
We seek high-quality businesses with capable management teams trading at discounts, using a bottom-up approach with 3-5 year horizons.
How can I access Southeastern's funds?
Our Longleaf Partners Funds require a $10,000 minimum, while separately managed accounts typically require $25 million in assets.
