Commentary & Articles

Accessing Articles About Southeastern

The listed articles have appeared in various periodicals and publications over time and are not a complete list of writings about Southeastern or Longleaf. The publications control the timing and content, which has not been updated since the dates shown. Southeastern's views may have changed, and the articles are not a recommendation to buy any security. These articles must be preceded or accompanied by a current Longleaf Prospectus. View performance information and the Prospectus and Summary Prospectus, which should be read carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds.

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Type Title Author / Publication Description
The Globe and Mail David Berman Maintaining Southeastern’s investment discipline results in high cash as few companies meet the undervaluation criteria for Longleaf Partners Fund.
Value Investor Insight Value Investor Insight Staley Cates discusses quality businesses available at discounted prices.
"Mason Hawkins and Staley Cates on Today’s Opportunities for Value Investors" Robert Huebscher Interview highlights Southeastern’s process, several large holdings, and areas where the firm is not invested.
Don't Invest Where You Wouldn't Visit Morningstar interview with the managers of Longleaf Partners International discussing finding investments outside of the U.S.
Interview with Mason Hawkins Mason Hawkins does a Q&A with Columbia Business School.
On the Offensive Value Investor Insight interviews Longleaf portfolio managers.
Outstanding Investor Digest Outstanding Investor Digest provides in-depth coverage of two Southeastern/Longleaf client events.
Morningstar's Take Gregg Wolper Morningstar reviews Longleaf Partners International Fund.
At Longleaf, 'Partners' Is More Than a Name Gregg Wolper Morningstar highlights the merits of Southeastern’s “Partnership” approach.
Fortune picks Longleaf Partners Fund as one of the 5 funds "best positioned to thrive in 2009 and beyond" Yuval Rosenberg This excerpt from Yuval Rosenberg’s article in Fortune magazine picks Longleaf Partners Fund as one of the 5 funds “best positioned to thrive in 2009 and beyond”.
Foundation & Endowment Money Management and Alternative Investment News Christine Benz Selected Southeastern Asset Management as “Equity Manager of the Year” at the Nonprofit Awards for Excellence dinner presented by Institutional Investor Awards and Information Management Network. Southeastern could not have received this distinction without the loyalty and support of clients, particularly those in the non-profit world. We are humbled by and deeply appreciative of the confidence that clients have placed in our firm.
"Eating Their Own Cooking" Lawrence C. Strauss A summary of the process and philosophy of the Longleaf Funds with emphasis on the International Fund.
"Want to Win at Fund Investing? Learn from Longleaf" Steven Goldberg The author examines the attributes that make the Longleaf Funds attractive to investors and shareholders.
"Domestic Fund Managers of the Year" Christine Benz Article announcing the selection of Longleaf’s managers as recipients of this award.
"Winning the Active Management Game: An excerpt from Unconventional Success" David Swensen This excerpt from Dr. David Swensen’s book Unconventional Success highlights the investment values and process of Southeastern Asset Management, advisor to the Longleaf Funds.
"Lifetime Achievement Award" Fund Action, a newsletter covering the mutual fund industry recognized Mason Hawkins with its Lifetime Achievement Award. This article discusses the principles that Southeastern has been guided by over the years.
"The Fundamentalist: The Best Mutual Fund Family in America" Jason Zweig A discussion of the Funds’ business practices, including: shareholder meetings, significant fund ownership by employees, consistency of philosophy, and closing funds.
"Businesses, People, Price" Sandra Ward Overview of Investment approach, philosophy and specific examples.

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