LongLeaf Annual Shareholder Meeting

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ceo of long leaf partnersBelow is a great wealth of data from Longleaf funds, run by CEO Mason Hawkins. LongLeaf has three mutual funds. All funds have crushed the S&P500 since inception. The oldest fund, Longleaf Partners (LLPFX) has returned 11.50% annually since inception (4/1987), versus 9.07% for the S&P. Full performance data can be found here. ;The mp3 audio files, and the slide show are from the May 10, 2011 Annual Presentation. Below is a description and link to each segment of the presentation. Click on the links below to go directly to the file.  I highly recommend bookmarking this page and listening at a later date if you do not have time to listen to it all at once.

The mp3 audio files, and the slide show are from the May 10, 2011 Annual Presentation. Below is a description and link to each segment of the presentation. Click on the links below to go directly to the file.  I highly recommend bookmarking this page and listening at a later date if you do not have time to listen to it all at once.Enjoy!

Introduction and Risk Discussion

This Tiger grand-cub was flat during Q2 but is ready for the return of volatility

Tiger Legatus Master Fund was up 0.1% net for the second quarter, compared to the MSCI World Index's 7.9% return and the S&P 500's 8.5% gain. For the first half of the year, Tiger Legatus is up 9%, while the MSCI World Index has gained 13.3%, and the S&P has returned 15.3%. Q2 2021 hedge Read More


Mason Hawkins
(7 Minutes) MP3 Audio Performance Results
Lee Harper
(9 Minutes) MP3 Audio Slide Presentation Research Overview
Staley Cates
(8 Minutes) MP3 Audio Investment Case for Dillard’s
Ross Glotzbach
(8 Minutes) MP3 Audio Investment Case for Vodafone
Josh Shores
(8 Minutes) MP3 Audio Sovereign Debt and Middle East Uncertainty
Scott Cobb
(5 Minutes) MP3 Audio Natural Disasters in Japan
Ken Siazon
(8 Minutes) MP3 Audio Investing temperament and assessing new hires.
Mason Hawkins,
Staley Cates
(3 Minutes) MP3 Audio What if management changes?
Mason Hawkins,
Staley Cates
(3 Minutes)

MP3 Audio Adjusting for country specific inflation or interest rates?
Mason Hawkins,
Ken Siazon
(1 Minute)

MP3 Audio Similarities between Dillard’s and Sears. Options position in Colgate.
Mason Hawkins,
Staley Cates,
Ross Glotzbach
(6 Minutes)

MP3 Audio Expect to see more options?
Mason Hawkins
(6 Minutes)

MP3 Audio Campbell’s Soup
Mason Hawkins,
Ross Glotzbach
(3 Minutes)

MP3 Audio Dell & HRT
Mason Hawkins,
Staley Cates,
Ken Siazon
(7 Minutes) MP3 Audio Opportunity in the former Soviet Bloc.
Mason Hawkins,
Scott Cobb
(3 Minutes)

MP3 Audio

 

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