Value Investors Since 1975

Southeastern Asset Management has employed a time-tested value investment approach globally since 1975. We focus on high conviction, high concentration investing with a long-term time horizon.

We seek to invest in strong businesses, managed by good people that we can purchase at deeply discounted prices.

Learn more about Our Investment Approach.

  • Strong Business

    • Understandable
    • Financially sound
    • Competitively entrenched
    • Generates free cash flow that will grow over time
  • Good People

    • Honorable and trustworthy
    • Skilled operator
    • Capable capital allocators
    • Shareholder-oriented
    • Proper incentives
  • Deeply
    Discounted Price

    P/V = 60% or less of intrinsic value as determined by:

    • Present value of free cash flow
    • Net asset value
    • Comparable business sales