Southeastern Asset Managment

Southeastern Asset Management is a renowned value equity investment firm with a long-term track record of success. Since 1975, our experienced team has identified and invested in high-quality businesses trading at attractive valuations. We believe in the power of concentrated, engaged ownership and partner with capable management teams to create sustainable value.

Our Values and Philosophy

Our success stems from our unwavering principles and investment philosophy, which has remained consistent for over four decades. We focus on:

• Concentration: Investing in a select portfolio of our best investment ideas.
• Engagement: Actively collaborating with management teams to enhance value.
• Value Investing: Identifying undervalued businesses with strong fundamentals.
• Sustainability: Protecting capital and generating consistent returns over the long term.

Our Investment Offerings

We offer a diverse range of investment options to meet the needs of our clients:

• Mutual Funds: Four SEC-registered mutual funds available for US investors.
• SMAs: Separately Managed Accounts available globally with a $25 million minimum.
• UCITS Funds: Two Dublin-domiciled UCITS funds available for eligible investors and institutions.
• Global Mandate Funds: Three distinct funds catering to US and non-US investors.

Our Approach and Expertise

Our experienced team applies a rigorous bottom-up investment approach, focusing on:

• In-depth research: Exhaustive analysis of business fundamentals and market trends.
• Quality focus: Selective selection of high-quality businesses with strong management teams.
• Value-driven: Identifying undervalued businesses with growth potential.

Our Commitment to Clients

At Southeastern Asset Management, we prioritize client relationships and transparency. We provide regular updates, comprehensive reports, and insightful commentary to ensure you're fully informed about your investments.