Notice Regarding Privacy of Personal Information

The Longleaf Partners Funds and the Longleaf Partners UCITS Funds (“Longleaf”) collect nonpublic personal information about our shareholders from the following sources:

  • Information on applications or other forms, such as name, address, age, bank account information, and social security number; and
  • Information about Longleaf transactions, such as purchase and redemption activity and account balances.

We restrict access to nonpublic personal information to service providers involved in administering and servicing Longleaf accounts. Otherwise, we do not disclose nonpublic personal information about our present or former shareholders to third parties, except as required by law. We and our service providers maintain physical, electronic and procedural safeguards in accord with federal regulations to protect the nonpublic personal information of Longleaf shareholders.

If you hold Longleaf shares through a financial intermediary, such as a broker-dealer, bank, or trust company, the privacy policy of your financial intermediary governs how your nonpublic personal information would be shared with non-affiliated third parties.

Online Privacy

When you interact with us through our websites, we manage nonpublic personal information in accordance with the privacy notice above.

When you visit our websites, we may collect technical and navigational information, such as device type, browser type, Internet protocol address, pages visited, and average time spent on our website. We use this information for a variety of purposes, such as maintaining the security of your online session, facilitating site navigation, improving website design and functionality, and personalizing your experience on our websites.

Cookies and similar technologies

We use cookies and similar technologies to support the operation of our websites. Cookies are small amounts of data that a website sends to a web browser on a visitor's computer. Our cookies help us to collect information about visitors to our websites, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site. Cookies may also be used to provide access to enhanced features of our website, such as watching videos.

You can refuse or delete cookies. Most browsers and mobile devices offer their own settings to manage cookies. Please see www.aboutcookies.org for more information. If you refuse or delete a cookie, you may experience some inconvenience in your use of our websites.

We also embed sharing tools from other (third party) sites, specifically AddThis, and statistical tools, specifically Google Analytics. Information on these third party sites, and whether and how you may opt out of receiving cookies from them, can be found at www.addthis.com/privacy and www.google.com/intl/en/analytics/learn/privacy.html.