ucits.longleafpartners.comValue Investors Since 1975 | Southeastern Asset Management

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Our Principles Our Culture Our History Our People Investment Offerings Managed Accounts Separately Managed Accounts Global Mandate US Mandate Non-US Mandate Asia Pacific Mandate Longleaf Partners Funds US Investors Partners Fund Small-Cap Fund International Fund Global Fund Account Resources Open an Account Longleaf UCITS Funds Non-US Investors Global UCITS Fund Asia Pacific UCITS Fund UCITS Fund Performance How We Invest Our Approach Investment Process Risk Management Responsibility Environmental, Social and Governance Diversity, Equity and Inclusion Our Community Reporting & Policies Insights Longleaf Commentaries UCITS Commentaries Podcasts and Videos Articles Thought Pieces Login Open an Account Contact Us Long-term Concentrated Engaged Value Investing in high quality businesses, run by capable people, trading at discounted prices since 1975 With three generations of leadership in place, we invest with a 5+ year investment horizon We invest in a concentrated portfolio of our best 18-22 investment ideas We collaborate with our management partners to help drive long-term value creation We own high quality businesses with the potential for future value growth Value Investors Since 1975 Southeastern Asset Management has been a leader in value equity investing for over four decades. We created the Longleaf Partners Funds in 1987, as a way for our employees to invest alongside our clients, and today Southeastern employees and related entities are the largest collective investor across Funds advised by Southeastern. This partnership tradition is the foundation for how we manage our business, how we communicate with our clients and how we invest. Our global research team applies a single bottom-up investment approach, focused on protecting against permanent capital loss, while seeking to deliver strong absolute returns for our partners and ourselves. 4+ Decades of successful results 3 Generations of engaged leadership 1 Philosophy consistently applied Reports and Commentaries ESG Annual Report Partners Fund Small-Cap Fund International Fund Global Fund Global UCITS Fund Asia Pacific UCITS Fund Partnership is core to what we do–within our firm, our investors and with company management teams. O. Mason Hawkins, CFA Chairman 100% Employee owned $1.3 billion Alignment via Southeastern employees’ related capital 19 years Average tenure of like-minded client base Our Investment Offerings Southeastern is the investment advisor to the Longleaf Partners Funds. Our global research team makes decisions for all investment offerings, applying the same long-term, concentrated, engaged value approach to each strategy on a bottom-up basis. Separately Managed Accounts Southeastern SMAs are available to clients in most countries and have a $25 million minimum. Global Mandate US Mandate Non-US Mandate Asia Pacific Mandate Longleaf Partners Funds (US Investors) Four SEC-registered mutual funds are available for US investors, with a $10,000 minimum. Partners Fund Small-Cap Fund International Fund Global Fund Longleaf UCITS Funds (Non-US Investors) Two Dublin-domiciled UCITS funds are available for eligible investors and institutions, with a $1 million minimum. Global UCITS Fund Asia Pacific UCITS Fund Latest Podcasts Tune in to hear our global investment team discuss the topics that are most top of mind for our clients from a Business, People, Price point of view. Longleaf Partners Global Fund Quarterly Commentary April 2024 1Q 2024 Global Portfolio Manager Review Listen now Longleaf Partners International Fund Quarterly Commentary April 2024 1Q 2024 International Portfolio Manager Review Listen now Longleaf Partners Fund Quarterly Commentary April 2024 1Q 2024 Partners Fund Portfolio Manager Review Listen now See all podcastsRegister to receive updates from Southeastern Your data will be processed and protected in accordance with our Privacy Policy . Southeastern Asset Management’s Forms ADV Part 2 and Form CRS can be accessed here: Form ADV Part 2 Brochure , Form CRS. US: (901) 761-2474 UK: +44 (0) 20 7479 4200 Singapore: +65 6591 5430 /southeastern [email protected] Long-term Concentrated Engaged Value Copyright © 2024 Southeastern Asset Management, Inc. All rights reserved. Terms of Use Glossary Privacy Notice Social Media Terms Email and Podcast Disclaimer Your use of this site signifies that you accept our Terms & Conditions of Use. Southeastern Asset Management, Inc.,” Longleaf,” Longleaf Partners Funds,” and the pine cone logo are registered trademarks. Past performance does not guarantee future results and the value of an investment at redemption may be worth more or less than the purchase price. Southeastern Asset Management’s Form ADV Part 2 and From CRS can be accessed here: Form ADV Part 2 Brochure , Form...