Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. This alignment of incentives is a critical element of the firm’s ethos and code of ethics still today. Collectively, Southeastern’s employees and affiliates are the largest shareholders in the Longleaf Funds with over $1billion invested.
The Longleaf Partners Funds are available to U.S. and non-U.S. institutions and individual investors through the following funds:
Small Cap Fund
Global UCITS Fund
US UCITS Fund
Since 1975, Southeastern Asset Management's investment philosophy has been to consistently employ our time-tested value approach to long-only equity investing based on owning strong businesses with good people at deeply discounted prices. We seek to reduce risk and deliver positive absolute returns for our investors over time.
Led by investment veterans CEO and Founder Mason Hawkins and CIO Staley Cates, Southeastern is 100% employee-owned and manages both the Longleaf Partners Funds and separately managed accounts for institutional clients.
To learn more about Southeastern Asset Management, click here.