mason hawkins imagePanel discussion with analysts, Lowry Howell, Jim Thompson, and Ken Siazon, moderated by Lee Harper. Q&A with analysts joined by Mason Hawkins, CEO of Long Leaf . Broken down into sections so that you may choose which aspects you want to listen to.

Click on the MP3 audio tab to listen to that specific topic.

 

Subject and Speaker
Analysts describe backgrounds and attraction to Southeastern
Lee Harper,
KenSiazon,
Lowry Howell,
Jim Thompson
(5:40 Minutes)
MP3 Audio
What differentiates Southeastern’s research?
Lee Harper,
Lowry Howell,
Jim Thompson,
KenSiazon
(3:28 Minutes)
MP3 Audio
Lessons of 2008
Lee Harper,
Jim Thompson,
Lowry Howell,
KenSiazon
(3:15 Minutes)
MP3 Audio
How macro themes impact company analysis
Lee Harper,
KenSiazon,
Lowry Howell,
Jim Thompson
(7:14 Minutes)
MP3 Audio
What opportunity is most exciting today?
Lee Harper,
Lowry Howell,
Jim Thompson,
KenSiazon
(4:39 Minutes)
MP3 Audio
Corporate management interaction post-2008
Lowry Howell,
Mason Hawkins,
Lee Harper
(4:41 Minutes)
MP3 Audio
View on Dell
Mason Hawkins
(3:38 Minutes)
MP3 Audio
Lockheed Martin
Lowry Howell,
Jim Thompson
(2:57 Minutes)
MP3 Audio
View on dividends
Mason Hawkins
(1:57 Minutes)
MP3 Audio
How Southeastern adds value to companies we own
Mason Hawkins
(2:47 Minutes)
MP3 Audio
Corporate governance in Japan, NKSJ & Olympus
Ken Siazon,
Jim Thompson
(4:22 Minutes)
MP3 Audio