The Price-to-Value Podcast with Southeastern Asset Management
Summary: Conversations with the Global Investment Team at Southeastern Asset Management, leaders in long-term, concentrated, engaged, value investing since 1975. Disclaimer: Current and future holdings are subject to risk and past performance is no guarantee of future results. This podcast was recorded from 2018 to 2021. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. Securities identified do not represent all of the securities purchased, sold, or recommended to advisory clients. It should not be assumed that an investment in the securities mentioned was or would be profitable in the future. The views and opinions expressed by the Southeastern Asset Management speaker are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and Southeastern Asset Management disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Southeastern Asset Management product. Neither Southeastern Asset Management nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information presented. Mr. Jacobson's experience is unique and any other Longleaf shareholders experiences may vary. Past performance does not guarantee future results, so your returns may be more or less than those experienced. No fee was paid to Mr. Jacobson for his participation in this podcast. Further information regarding the Longleaf Partners Funds, including the Prospectus, as well as performance and holdings information, can be found at www.southeasternasset.com. Please read the Prospectus carefully before investing to learn about the investment objectives, risks, charges and expenses of the Longleaf Partners Funds. Copyright 2021 Southeastern Asset Management, Inc. All rights reserved.
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- Artist: Southeastern Asset Management
- Copyright: 2021
Podcasts:
Southeastern’s CEO and Head of Research, Ross Glotzbach, interviews Tony Malkin, CEO, President and Chairman of Empire State Realty Trust. They cover a broad range of topics, including Tony’s background in real estate, ESRT’s unique IPO process, the iconic nature of the Empire State Building, ESRT’s industry leading position in prioritizing ESG initiatives and navigating the COVID-19 environment in New York City.
Southeastern's Vice-Chairman Staley Cates interviews highly respected peer and long-term friend of the firm, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital.
In this episode, Southeastern’s Vice-Chairman Staley Cates interviews Larry Culp, Chairman and CEO of General Electric. They discuss how Lean manufacturing is much more than a process and how it can define a culture that is committed to continual improvement.
Southeastern’s London-based Senior Analyst and Principal, John Woodman, interviews Sébastien Bazin, Chairman and CEO of Accor. They discuss the short-term impact and long-term implications of COVID-19 on the hospitality industry and the importance of shareholder engagement.
Southeastern’s London-based Global Head of Client Relations and Communications, Gwin Myerberg, Senior Analyst, John Woodman, and Junior Analyst, Alicia Cardale, have a broad-ranging discussion with Margaret Casely-Hayford CBE.
Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Mattel. They discuss how Ynon went from a windsurfing instructor to media entrepreneur at Fox Kids Europe, Endemol and Maker Studios before becoming CEO at Mattel.
In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors.
The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's portfolio managers share their current thoughts, while recognizing that the situation is changing every day.
Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco International and Melco Resorts.
In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf.
CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders – Eight Unconventional CEOs and Their Radically Rational Blueprint for Success and Chairman of CNX Resources.
In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermore Global Advisors in Omaha around the Berkshire Hathaway annual meeting. Moderated by Greg Dowling from Fund Evaluation Group, Southeastern’s Josh Shores and Evermore’s David Marcus discuss their definition of “value”, the importance of engaging with management and having a local network and the bottom-up opportunity set outside the U.S. today.
Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving a short attack, Fairfax’s long-term investment track record, underwriting history and unique culture, and Prem’s view on private equity, active vs. passive and value investing.
Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.
Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in European conglomerates.
