Southeastern Asset Management, Inc.: About Southeastern

Investment Advisor to the Longleaf Partners Funds

Summary of Southeastern Asset Management

Southeastern Asset Management, Inc., investment adviser to the Longleaf Partners Funds, is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.

Year Founded: 1975
Ownership Structure: Independent, employee owned
Partnership Approach: Employees and Affiliates are largest shareholders across Longleaf Funds
Business: Investment Advisory Firm
Assets Under Management: $33.5 billion
Partners Fund: $8.4 billion
Small-Cap Fund: $2.7 billion
International Fund: $2.1 billion
Separately Managed Accounts: $20.3 billion
Investment Team: 10 Portfolio Managers/Analysts
Investment Approach: Value oriented
Investment Process: Unanimous decisions; team approach

Updated as of 3/31/2010

SOUTHEASTERN ASSET MANAGEMENT, INC. is a registered trademark and the tree logo is a trademark of Southeastern Asset Management, Inc. Other trademarks appearing on this site are the exclusive property of their respective owners.

This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. Southeastern is not registered under the Financial Instruments & Exchange Law of Japan. This is not intended to solicit Japanese residents for investment in Southeastern's managed funds. This merely expresses Southeastern's general policy in managing the customers' funds and approach to the companies in its portfolio.