Mason Hawkins Comments from Latest LongLeaf Letter

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Mason Hawkins Comments from Latest LongLeaf Letter

Mason Hawkins Comments from Latest LongLeaf Letter

Southeastern is pleased to report a first quarter of strong absolute returns in all three Longleaf Funds as well as results above the benchmark indices for both the Partners and International Funds. Most holdings rose, with many posting significant double-digit gains. Our companies’ growing intrinsic values and an improving U.S. economy powered stock returns. Even following the solid gains over the last three months, each Fund’s P/V remains attractively below Southeastern’s long-term average in the high-60%s.

12q1letter

Corsair Capital Profits From Goldman Sachs’ SPACs [Exclusive]

Cubic Corporation Chris Hohn favorite hedge fundsCorsair Capital, the event-driven long-short equity hedge fund, gained 6.6% net during the second quarter, bringing its year-to-date performance to 17.5%. Q2 2021 hedge fund letters, conferences and more According to a copy of the hedge fund's second-quarter letter to investors, a copy of which of ValueWalk has been able to review, the largest contributor Read More


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