Slightly more than half of the firm's total assets under management (AUM) are in separately managed accounts for institutional clients and the remaining AUM is invested in the Longleaf Partners Funds, a suite of mutual funds and UCITS funds. The firm's.
So you’ve done your research and found a few stellar mutual funds that suit your investment needs. Even better, the funds have some of the best five-year returns in their ... Good for Five Years, Bad for 10: Longleaf Partners Fund (LLPFX) Longleaf.
Summary: Southeastern Asset Management, led by founder and CEO Otis Mason Hawkins, manages $37 billion in equity assets under the Longleaf Partners family of mutual funds and in separately managed accounts. The Longleaf funds have consistently outperformed.
But as mutual-fund investors, we probably don’t want it to ... In fact, money managers at Southeastern Asset Management, which runs the Longleaf Partners funds, mostly paid more than the buyout price for Dell shares while amassing the largest independent.
His moderate portfolio has 10 funds, including notable names like Crabbe Huson Special; Longleaf Partners; Mutual Beacon and Discovery; Seligman Communications and Information; Sogen International, and the Yacktman fund. Mr. Markman seems able to attract.
His moderate portfolio has 10 funds, including notable names like Crabbe Huson Special, Longleaf Partners, Mutual Beacon and Discovery, Seligman Communication and Information, Sogen International and the Yacktman fund. Mr. Markman seems able to attract.
They've also spread around the country. There's Southeastern Asset Management, operator of the nationwide $20 billion Longleaf Partners mutual funds, and there's the tiny financial planner Business Economic Trade Association. In between are an array of.
The Journal’s Shefali Anand reports: Amid all the market volatility, some good news for mutual-fund investors. Longleaf Partners Fund, a well-regarded mutual fund which has been closed to new investors since July 2004, is reopening its doors to investors.
Longleaf Partners Funds Trust - Longleaf Partners Small-Cap Fund is an open ended equity mutual fund launched and managed by Southeastern Asset Management, Inc. The fund invests in the public equity markets of the United States. It invests in stocks of.
Goldfarb came up with nine. His final list of “tried and tested” value funds was as follows: Clipper, FPA Capital, First Eagle Gold, Legg Mason Value, Longleaf Partners, Mutual Beacon, Oakmark Select, Oak Value and Tweedy Browne American Value.