Panel discussion with analysts, Lowry Howell, Jim Thompson, and Ken Siazon, moderated by Lee Harper. Q&A with analysts joined by Mason Hawkins, CEO of Long Leaf . Broken down into sections so that you may choose which aspects you want to listen to.
Click on the MP3 audio tab to listen to that specific topic.
| Subject and Speaker | |
| Analysts describe backgrounds and attraction to Southeastern Lee Harper, KenSiazon, Lowry Howell, Jim Thompson (5:40 Minutes) |
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| What differentiates Southeastern’s research? Lee Harper, Lowry Howell, Jim Thompson, KenSiazon (3:28 Minutes) |
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| Lessons of 2008 Lee Harper, Jim Thompson, Lowry Howell, KenSiazon (3:15 Minutes) |
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| How macro themes impact company analysis Lee Harper, KenSiazon, Lowry Howell, Jim Thompson (7:14 Minutes) |
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| What opportunity is most exciting today? Lee Harper, Lowry Howell, Jim Thompson, KenSiazon (4:39 Minutes) |
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| Corporate management interaction post-2008 Lowry Howell, Mason Hawkins, Lee Harper (4:41 Minutes) |
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| View on Dell Mason Hawkins (3:38 Minutes) |
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| Lockheed Martin Lowry Howell, Jim Thompson (2:57 Minutes) |
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| View on dividends Mason Hawkins (1:57 Minutes) |
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| How Southeastern adds value to companies we own Mason Hawkins (2:47 Minutes) |
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| Corporate governance in Japan, NKSJ & Olympus Ken Siazon, Jim Thompson (4:22 Minutes) |
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