Investment Offerings
A single research team makes all investment decisions for all mandates using the same concentrated value approach without regard to whether accounts are separately managed or in pooled funds.
Longleaf Partners Funds (US Investors)
Southeastern manages the following four SEC registered mutual funds with a $10,000 minimum for institutions and individuals.
- Longleaf Partners Fund - businesses domiciled and/or operating primarily in the US with mid to large market caps.
- Longleaf Partners Small-Cap Fund - businesses domiciled and/or operating primarily in the US with small market caps. Closed to new investors.
- Longleaf Partners International Fund - businesses domiciled and/or operating primarily outside of the US without regard to market cap size.
- Longleaf Partners Global Fund - businesses domiciled, trading and/or operating primarily in the global developed countries.
Longleaf Partners Funds (non-US Investors)
Southeastern manages Dublin, Ireland based UCITS funds for eligible sophisticated investors and institutions outside of the US.
- Longleaf Partners Global UCITS Fund - businesses domiciled, trading and/or operating primarily in the global developed countries.
- Longleaf Partners US UCITS Fund - businesses domiciled, trading and/or operating primarily in the US.
Separately Managed Accounts
Separately managed accounts have a $50 million minimum and are available to clients in most countries. We offer the following mandates:
- Global Mandate - businesses domiciled, trading and/or operating primarily in the global developed countries.
- Non-US Mandate - businesses domiciled and/or operating primarily outside of the US.
- US Mandate - businesses domiciled and/or operating primarily in the US.