Southeastern Asset Management

Our History and Values

Southeastern Asset Management has been a leading value equity investor for over four decades. Founded in 1975, we have weathered countless market cycles, adhering to our core principle of generating exceptional returns through careful selection of high-quality businesses. This unwavering focus on value investing has enabled us to deliver consistent, long-term performance for our clients.

With three generations of leadership at the helm, we are deeply rooted in a culture of collaboration, integrity, and a commitment to delivering exceptional value for our investors. Our partnership tradition extends beyond our internal teams. We actively collaborate with our management partners and clients, fostering a mutually beneficial relationship based on trust and shared success.

Our Investment Approach

Our investment philosophy rests on a bottom-up, analytical approach to identify businesses with strong fundamentals and significant growth potential. We prioritize:

• Concentration: Investing in a curated portfolio of our best investment ideas, ensuring focus and maximized impact.
• Engagement: Collaborating with management teams to foster sustainable value creation.
• Quality: Selecting businesses with strong financial health and competitive advantages.
• Value: Identifying undervalued companies trading at a discount to their intrinsic worth.

Our Investment Offerings

Southeastern Asset Management offers a diverse range of investment products to meet the unique needs of our clients:

• Mutual Funds: four SEC-registered mutual funds available for US investors.
• SMAs: Separately Managed Accounts available to clients in most countries.
• UCITS Funds: Two Dublin-domiciled UCITS funds available for eligible investors and institutions.

Our Commitment to Transparency and Sustainability

We believe in transparent and responsible investment practices. We publish regular reports, commentaries, and podcasts to keep our clients updated on our investment strategies and market insights. Additionally, we adhere to stringent regulatory requirements and uphold the highest ethical standards.

Partnering with Southeastern Asset Management

By entrusting your investments to Southeastern Asset Management, you gain access to:

• A proven track record of successful value investing.
• A deep understanding of global markets and industries.
• Collaborative and transparent investment management.
• Access to a wide range of investment products tailored to your unique needs.