US Small Cap: Re-Opening After Two Decades The Price-to-Value Podcast With Southeastern Asset Management podcast

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Trading Business Southeastern Asset Management

Innhold levert av Southeastern Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Southeastern Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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US Small Cap: Re-Opening After Two Decades

4y ago 28:43

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Innhold levert av Southeastern Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Southeastern Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors.

We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunity set and to avoid diluting our shareholders, given rising cash at that time. The Fund has remained closed to new investors for more than two decades over the course of various market conditions.

Mason, Staley and Ross discuss what makes the US Small-Cap universe so compelling today, how our outlook compares to prior downturns, the small-cap companies we are excited to own today and the new opportunities we are finding in the current environment.

… continue reading

25 episoder

#Trading #Business #Southeastern Asset Management

Artwork

US Small Cap: Re-Opening After Two Decades

The Price-to-Value Podcast with Southeastern Asset Management

29 subscribers

published 4y ago

Del

MP3•Episoder hjem

Innhold levert av Southeastern Asset Management. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Southeastern Asset Management eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, the Longleaf Partners Small-Cap Fund portfolio managers – Mason Hawkins, Staley Cates and Ross Glotzbach – discuss why we believe re-opening the Fund will benefit our long-term investors.

We closed the Fund to new investors in August 1997 to manage our size against any potential liquidity constraints that would limit the opportunity set and to avoid diluting our shareholders, given rising cash at that time. The Fund has remained closed to new investors for more than two decades over the course of various market conditions.

Mason, Staley and Ross discuss what makes the US Small-Cap universe so compelling today, how our outlook compares to prior downturns, the small-cap companies we are excited to own today and the new opportunities we are finding in the current environment.

… continue reading

25 episoder

#Trading #Business #Southeastern Asset Management

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