Longleaf Partners US UCITS Fund seeks long-term capital growth by investing primarily in a limited number of US companies of all sizes believed to be significantly undervalued.
- Benchmark index is S&P 500, though portfolio construction is 100% bottom-up.
- Related parties are significant owners.
Fund Facts at 30/6/14
|Net Assets||$55.9 million|
|Wtd. Avg. Market Cap||$24.9 billion|
|USD Inception Date||9 May 2012|
|USD Bloomberg Ticker||LNGPUSI|
Southeastern since 1975
42 years investment experience
BA (Finance) University of Florida
MBA (Finance) University of Georgia
Southeastern since 1986
29 years investment experience
BBA (Finance) University of Texas