Investor viewpoints

Viewpoints

Firm public videos, interviews, shareholder letters, public Q&A, and site analysis are shown from newest to oldest.

2 records

Firm Source Clear

2026-03-31

Longleaf Partners Quarterly Commentaries

Southeastern Asset Management · Mason Hawkins

The official Longleaf Partners commentary page provides Southeastern/Longleaf's quarterly letters and portfolio views and is the primary public source of Mason Hawkins' value investing framework.

Quarterly Letter Margin of safety appraisal value Longleaf

Shareholder letter / fund letter

2024-01-01

Southeastern Asset Management Investment Approach

Southeastern Asset Management · Mason Hawkins

Southeastern's official investment methodology page describes its long-term, focused, valuation-driven, and active owner approach and is a classic source of framework for understanding Mason Hawkins.

Investment methods Valuation Active owner Long-term value

Investment presentation