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Redemptions

You may redeem any portion of your account in a share or dollar amount at any time. Longleaf will send your redemption proceeds within one week of receipt of your redemption request in good order. To allow Longleaf to plan for large redemptions in an orderly manner, we request that you notify us of anticipated redemptions of $1,000,000 or more at least 5 business days before sending the formal redemption request. We must have received a completed and signed account application or W-9 form before releasing your redemption. In addition, your request may require a Medallion Signature Guarantee.

Longleaf offers several different methods of redemption:

Redemption Price and Fees: Your redemption price will be the net asset value per share at the next market close after the receipt of your redemption request in good order. The redemption price may be more or less than the shares' original cost. Longleaf does not currently charge redemption fees.

Click here for Medallion Signature Guarantee information.

Non-Retirement

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