Southeastern Asset Management History and Growth

Southeastern Asset Management has a rich history that dates back to 1978, when Charles L. Edmondson founded the company with a small investment of $100,000.

The company started small, but its growth was steady and impressive, with assets under management increasing to $3.5 billion by the mid-1990s.

One of the key factors contributing to Southeastern's success was its focus on long-term value investing, which allowed the company to weather market fluctuations and generate strong returns for its clients.

As a result of its investment strategy, Southeastern was able to build a loyal client base and establish itself as a leading investment manager in the Southeast.

Southeastern Asset Management was founded by Mason Hawkins in 1975. The company has a rich history that spans over four decades.

Mason Hawkins founded Southeastern Asset Management in 1975. This marked the beginning of the company's journey.

Southeastern created the Longleaf Partners Fund in 1987, its first mutual fund product. This allowed employees to invest in the funds owned by their clients.

Mason Hawkins founded Southeastern Asset Management in 1975.

Southeastern Asset Management was created to provide investment opportunities for its employees, allowing them to invest in the funds owned by its clients.

The company's first mutual fund product, the Longleaf Partners Fund, was launched in 1987.

This marked a significant milestone for the company, enabling its employees to invest in the firm's client-owned funds.

In 1989, the Longleaf Small-Cap Fund was seeded as a way to invest in undervalued businesses that were too small for the firm's existing portfolios.

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Southeastern Asset Management was founded in 1978 by Mason Hawkins, who started the company with a mere $111,000 in capital.

The company's first investment was in a small, underperforming company called Tropicana Products.

In the early 1980s, Southeastern Asset Management began to gain momentum, with Hawkins' value investing approach yielding impressive returns.

By the mid-1980s, the company's assets under management had grown to over $1 billion.

Southeastern Asset Management continued to grow and expand its portfolio, with a focus on long-term value creation.

Hawkins' leadership and investment philosophy helped the company navigate the market fluctuations of the late 1980s and early 1990s.

In the 1990s, Southeastern Asset Management made several significant investments, including a stake in the restaurant chain, Cracker Barrel.

The company's commitment to long-term value creation paid off, with Southeastern Asset Management achieving remarkable returns during the 1990s bull market.

Longleaf Partners Mutual Funds are a key part of Southeastern Asset Management's offerings. They have a strong track record of performance.

Southeastern Asset Management Inc, the parent company, is registered with the SEC under CRD #105276 and SEC #801-11123. They have $5.3 billion in Assets Under Management (AUM) as of 2024-06-07.

One of the notable funds under Longleaf Partners is the Southeastern European Concentrated Opportunities LP, which had a sold amount of $66.3 million and an AUM of $56.9 million as of 2024-03-27.

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The fund's AUM breakdown shows that the majority of their clients are based in the United States, with 49 accounts and a total AUM of $5.3 billion. The breakdown by client type shows that 11 clients are high net worth individuals, and 8 are pension and profit sharing plans.

Southeastern Asset Management Inc has filed several Form 13D/13G documents, which provide information on their holdings and transactions.

Southeastern Asset Management offers a range of career opportunities for individuals looking to join a dynamic team in the investment management industry.

The company has a strong focus on developing its employees, with a comprehensive training program that provides opportunities for growth and advancement.

Southeastern Asset Management invests heavily in its employees, with a significant portion of its budget dedicated to employee development and training.

The company's investment management team is comprised of experienced professionals who work together to identify and capitalize on investment opportunities.

Southeastern Asset Management has a strong commitment to its employees, with a low employee turnover rate compared to industry averages.

The company's investment philosophy is centered around a value investing approach, which emphasizes long-term growth and stability.

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