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Southeastern Asset Management, Inc. serves as investment manager to the Longleaf Partners Unit Trust (“Longleaf UCITS”), an Irish domiciled unit trust authorized by the Central Bank of Ireland as a UCITS fund, as well as the US based Longleaf Partners Funds, a Massachusetts business trust registered with the US SEC under the Investment Company Act of 1940. Other than sharing the same investment manager and having similar investment strategies, each is separate and unrelated, governed by different regulatory systems, and has its own Board of Directors.
Terms and Conditions
Information Purposes Only
Content on this website is for information purposes only and does not constitute a solicitation, offer, or advice to buy or sell units in the Longleaf UCITS, or to effect or conclude any transaction. Potential investors should read the relevant prospectus before making an investment decision.
Restricted Access and Use
Information about Longleaf UCITS is not for distribution in any jurisdiction where access to Longleaf UCITS information or ownership would contradict applicable law or regulation, or where Southeastern and/or Longleaf UCITS may be required to register. You must observe all legal or regulatory restrictions that affect your eligibility to access website content or subscribe for interests in Longleaf UCITS. Please seek professional advice if needed.
Longleaf UCITS is not registered under the US Securities Act of 1933 and may not be directly or indirectly offered or sold in the US, its territories or possessions, to or for the benefit of a US citizen or resident.
In the UK, any content on this website is being distributed and directed only to (a) investment professionals; and (b) high net worth entities as defined in the Financial Services and Markets Act 2000 (Financial Promotion) Order 2001 as amended. Content on this website must not be used by any other persons.
No Warranties and Exclusion of Liability
Neither Longleaf UCITS nor Southeastern Asset Management warrants the accuracy, completeness or reliability of any information provided, nor do they ensure that this site will be always accessible. Neither is liable for matters beyond their reasonable control such as internet access.
Investments can involve significant risks and fluctuate in value. Longleaf UCITS may not achieve its investment objective and substantial losses could occur. Performance is not guaranteed, and past performance is not a guide to future results. Movements in currency exchange rates may affect the value of an investment.
No information on this site constitutes investment, legal, tax or other advice. Longleaf UCITS may not be suitable for you.