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

Up-and-Coming Small- and Mid-cap Portfolio Managers #MICUS (Morningstar Conference)

InvestorsNotes from Laird Bieger of Baron Capital, Mark Wynegar of Tributary Capital Management, and Amy Zhang of Alger Funds' presentation from the 2020 Monringstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Up-and-Coming Small- and Mid-cap Portfolio Managers Our manager research team has been publishing its semiannual Morningstar Prospects report for several years. Read More