The Longleaf Partners Funds are pleased to make excerpts from their April 16, 2013 Annual Presentation available to all shareholders online via MP3 audio format. The value oriented fund has broken the meeting into sections so that you may choose which aspects you want to listen to.
Longleaf Partners Funds Transcript
The Longleaf Partners Funds transcript can be viewed below in scribd, all the audio can be found below (Comments regarding Dell have been redacted.)
2013 Annual Meeting – Transcript Longleaf Partners Funds Mason Hawkins
Longleaf Partners Funds audio here http://www.longleafpartners.com/commentary_news/audio
| COMMENTARY | SLIDE PRESENTATION | PARTICIPANTS | DURATION |
|---|---|---|---|
Introduction
|
Slide Presentation | Lee Harper | 4:10 |
Importance of good partners
|
Slide Presentation | Mason Hawkins | 9:48 |
When partners disappoint vs. most who don’t
|
Slide Presentation | Staley Cates | 10:27 |
Good partners – Good investments: Asia
|
Slide Presentation | Ken Siazon | 10:23 |
Good partners – Good investments: Europe
|
Scott Cobb | 6:04 | |
Q & A: Investment Team
|
Ross Glotzbach | 1:40 | |
Q & A: Investment Team
|
Mason Hawkins | 2:05 | |
Q & A: Investment Team
|
Lowry Howell | 3:48 | |
Q & A: Investment Team
|
Ross Glotzbach, Mason Hawkins | 2:36 | |
Q & A: Investment Team
|
Manish Sharma | 3:11 | |
Q & A: Investment Team
|
Staley Cates, Mason Hawkins | 3:12 |
