Southeastern Asset Management
- Company typePrivate
- Founded1975
- HeadquartersMemphis, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
Southeastern Asset Management firmographics
Firmographics- Name
- Southeastern Asset Management
- Legal name
- Southeastern Asset Management, Inc.
- Website
- https://southeasternasset.com
- Company type
- Private
- Founded year
- 1975
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Southeastern Asset Management industry classification
Industry- Product category
- Investment Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591), Other Financial Vehicles (52599)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- International/Ex-U.S. Developed Equity (Active) (FSAAAIAE)
- akta.pro secondary industries
- Small-Cap Equity (Active) (FSAAAIAC), Emerging Markets Equity (Active) (FSAAAIAF), Sustainable/ESG Equity (Active) (FSAAAIAM)
Keywords
Where Southeastern Asset Management is headquartered
LocationHeadquarters
- HQ city
- Memphis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Southeastern Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Southeastern serves as investment advisor to the Longleaf Partners Funds and earns management fees based on assets under management. The firm also earns fees from separately managed accounts and UCITS funds.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Longleaf Partners Funds (US Investors) |
| Other | Multi-year contract | Separately Managed Accounts |
| Other | Multi-year contract | Longleaf UCITS Funds (Non-US Investors) |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Southeastern Asset Management product offering
Product offeringCore offering
Southeastern Asset Management is an investment management firm that provides value equity investing services through three primary vehicles: SEC-registered Longleaf Partners Funds (Partners, Small-Cap, Global, and International) for US investors with a $10,000 minimum; Dublin-domiciled Longleaf UCITS Funds (Global and Asia Pacific) for eligible non-US investors with a $1 million minimum; and Separately Managed Accounts (US, Global, and Asia Pacific mandates) available globally with a $25 million minimum. All offerings apply a single bottom-up, long-term, concentrated value investment approach across 18-22 high-conviction ideas.
Product overview
Southeastern Asset Management offers a unified investment management platform through its Longleaf Partners Funds family, consisting of SEC-registered mutual funds (Partners Fund, Small-Cap Fund, Global Fund, and International Fund) for US investors with a $10,000 minimum, and Dublin-domiciled UCITS funds (Global UCITS Fund and Asia Pacific UCITS Fund) for non-US investors with a $1 million minimum. The firm also provides Separately Managed Accounts with three mandates (US, Global, and Asia Pacific) available globally with a $25 million minimum. All offerings apply the same bottom-up, long-term, concentrated value investment approach across 18-22 investment ideas.
Differentiator
Problem solved
Functional benefit
Brands
- Longleaf Partners Fund: US registered mutual fund with $10,000 minimum, focusing on large-cap value investments
- Longleaf Partners Small-Cap Fund
- Longleaf Partners Global Fund
- Longleaf Partners Global UCITS Fund
- Longleaf Partners Asia Pacific UCITS Fund
Products and services
- Longleaf Partners Partners Fund SEC-registered mutual fund investing in high-quality businesses at discounted prices with a long-term value approach; $10,000 minimum for US investors.
- Longleaf Partners Small-Cap Fund SEC-registered mutual fund focused on smaller companies, applying the same long-term concentrated value approach; $10,000 minimum for US investors.
- Longleaf Partners Global Fund SEC-registered mutual fund investing globally in high-quality businesses at discounted prices; $10,000 minimum for US investors.
- Longleaf Partners International Fund SEC-registered mutual fund focused on international equities using a value investing approach; $10,000 minimum for US investors.
- Longleaf Partners Global UCITS Fund Dublin-domiciled UCITS fund available to eligible non-US investors and institutions with a $1 million minimum.
- Longleaf Partners Asia Pacific UCITS Fund Dublin-domiciled UCITS fund focused on Asia Pacific equities for eligible non-US investors and institutions with a $1 million minimum.
- US Mandate (Separately Managed Account) Separately managed account focusing on US equities, applying Southeastern's bottom-up value investment approach; $25 million minimum.
- Global Mandate (Separately Managed Account) Separately managed account with global investment mandate, seeking high-quality businesses worldwide at discounted prices; $25 million minimum.
- Asia Pacific Mandate (Separately Managed Account) Separately managed account focused on Asia Pacific equities using Southeastern's value investing methodology; $25 million minimum.
Quantifiable outcome
- Long-term value investing track record since 1975
- +1 more outcomes
Companies that use Southeastern Asset Management
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
Southeastern Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Southeastern Asset Management partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- Longleaf Partners FundscoreSoutheastern Asset Management serves as investment advisor to the Longleaf Partners Funds family, which includes Partners Fund, Small-Cap Fund, International Fund, and Global Fund for US investors. The funds are SEC-registered mutual funds with a $10,000 minimum investment.
- Longleaf UCITS FundscoreSoutheastern serves as investment manager to Longleaf Partners Unit Trust, a Dublin-domiciled UCITS fund authorized by the Central Bank of Ireland, including Global UCITS Fund and Asia Pacific UCITS Fund with a $1 million minimum.
- ALPS Distributors, Inc.coreALPS Distributors, Inc. serves as the distributor for Longleaf Partners Funds, handling fund distribution and investor relations for the mutual fund family.
- RayonierminorSoutheastern participated in the Rayonier-PotlatchDeltic merger to form its largest position at 8.1% of the Longleaf Partners Global Fund portfolio.
- FedExminorFedEx is a significant holding in the Longleaf Partners Fund (6.0%) and Global Fund (5.4%), representing a long-term engaged ownership investment.
- Graham HoldingsminorGraham Holdings is a portfolio company where Southeastern CEO Ross Glotzbach interviewed CEO Tim O'Shaughnessy on the company's past, present and future.
- CNX ResourcesminorCNX Resources is an energy company where Southeastern engaged with management to add new board members and drive value per share creation.
- White MountainsminorWhite Mountains is an insurance holding company with deep historical ties to Southeastern dating back to predecessor Fireman's Fund.
Scale indicators5 records
Recent moves6 records
Expansion highlights4 records
Southeastern Asset Management competitors and assessment
Company assessmentDirect peers
- Ariel Investments: Value-oriented mutual fund manager (Ariel Fund, Ariel Appreciation) running concentrated US equity portfolios with active engagement. Comparable in fund vehicle mix and value investing focus.
- Davis Advisors: Family-controlled active value equity manager offering Davis New York Venture, Davis Opportunity, and global/international value funds. Direct comparable as a long-standing, family-affiliated value franchise.
- Harris Associates (Oakmark Funds): Concentrated value equity manager running the Oakmark Funds family with an engaged, long-term ownership approach. Direct comparable in strategy, mutual fund structure, and concentration discipline.
- Pzena Investment Management: Classic long-only deep-value equity manager running mutual funds and SMAs with a concentrated, contrarian approach. Closely comparable to Southeastern's bottom-up value methodology and multi-vehicle structure.
- GAMCO Investors (Gabelli Funds): Active value equity manager running a deep bench of sector and thematic mutual funds plus SMAs. Comparable in mutual fund breadth and value/discovery orientation, though broader in style.
- Brandywine Global Investment Management: Global value equity manager offering international and global mandates with a bottom-up approach. Comparable to Southeastern's Global Fund and International/UCITS offerings.
- First Pacific Advisors (FPA): Active value equity firm managing mutual funds (FPA Crescent, FPA Value) with a long-term, concentrated approach. Directly comparable in product mix (mutual funds + SMAs) and philosophy.
- Tweedy, Browne Company: Long-established (since 1920) global value equity manager with concentrated portfolios and a Benjamin Graham-influenced approach. Highly comparable in philosophy, longevity, and client profile to Southeastern.
- Ruane, Cunniff & Goldfarb (Sequoia Fund): Highly concentrated, long-term value equity manager running the Sequoia Fund with a Buffett-influenced approach. One of the closest analogues to Southeastern's concentrated, multi-generational model.
Broad incumbents
- Berkshire Hathaway: Massive holding company run on concentrated, long-term, engaged ownership principles with permanent capital. Functions as a comparable value-investing philosophy at vastly larger scale, anchoring the long-term concentrated value paradigm Southeastern operates within.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Southeastern Asset Management social profiles
Digital presenceSoutheastern Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Southeastern Asset Management leadership team
Management profileNumber of profiles
Profiles6 records
Southeastern Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Southeastern Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Southeastern Asset Management
What does Southeastern Asset Management do?
Southeastern Asset Management is an investment management firm that provides value equity investing services through three primary vehicles: SEC-registered Longleaf Partners Funds (Partners, Small-Cap, Global, and International) for US investors with a $10,000 minimum; Dublin-domiciled Longleaf UCITS Funds (Global and Asia Pacific) for eligible non-US investors with a $1 million minimum; and Separately Managed Accounts (US, Global, and Asia Pacific mandates) available globally with a $25 million minimum. All offerings apply a single bottom-up, long-term, concentrated value investment approach across 18-22 high-conviction ideas.
Is Southeastern Asset Management a public or private company?
Southeastern Asset Management is a private company. It is classified as management employee owned and is currently operating.
When was Southeastern Asset Management founded?
Southeastern Asset Management was founded in 1975. It employs 101 to 250 people.
Where is Southeastern Asset Management based?
Southeastern Asset Management is headquartered in Memphis, United States, in the North America region.
How does Southeastern Asset Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Southeastern Asset Management's main competitors?
Direct peers on record are Ariel Investments, Davis Advisors, Harris Associates (Oakmark Funds), Pzena Investment Management, GAMCO Investors (Gabelli Funds), Brandywine Global Investment Management, First Pacific Advisors (FPA), Tweedy, Browne Company and Ruane, Cunniff & Goldfarb (Sequoia Fund). Berkshire Hathaway is listed as a broad incumbent.
Does Southeastern Asset Management have an API?
No public API is recorded for Southeastern Asset Management.
What industry is Southeastern Asset Management in?
Southeastern Asset Management's product category is Investment Management. Its primary akta.pro industry code is FSAAAIAE, International/Ex-U.S. Developed Equity (Active), with a secondary code of FSAAAIAC, Small-Cap Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.