Mason Hawkins on Dell: Southeastern 2012 Shareholder Letter

Mason Hawkins’ Southeastern Asset Management is out with their annual shareholder letter. Hawkins has been in the news over his opposition the the Dell LBO. In the 2012 letter, Hawkins discusses the value opportunities of some companies, including Dell. However, he does not mention the current battle over the company going private.

Southeastern Asset Management 2012 Shareholder Letter by