Notes & Clips from Annual Presentation of Mason Hawkins' Southeastern Asset Management
On May 7, Mason Hawkins, Staley Cates and other members of the Southeastern Asset Management investment team met with investors in the Longleaf Funds and other accounts managed by Southeastern. The annual presentation has been posted online, and we are pleased to bring you the following links:
Annual Presentation Transcript
| Subject and Speaker | ||
| Overview of the Funds Lee Harper (9 Minutes) | Windows Media Audio | - or - Slide Presentation |
| Outlook for the Funds Mason Hawkins (21 Minutes) | Windows Media Audio | - or - Slide Presentation |
| Overview of Investments and Research Staley Cates (16 Minutes) | Windows Media Audio | |
| Comments on Sun Microsystems Mason Hawkins, Jason Dunn (4 Minutes) | Windows Media Audio | |
| Comments on shareholder activism Mason Hawkins (3 Minutes) | Windows Media Audio | |
| Have your criteria used in evaluating companies changed? Mason Hawkins, Staley Cates (5 Minutes) | Windows Media Audio | |
| Comments on the restructuring at General Motors Mason Hawkins, Staley Cates (2 Minutes) | Windows Media Audio | |
| Comments on the impact of government policies on your investment philosophy Mason Hawkins, Staley Cates (3 Minutes) | Windows Media Audio | |
| What are the attributes of a good investment? Mason Hawkins, Staley Cates (2 Minutes) | Windows Media Audio | |
| Comments on today's market verses markets of the past. Mason Hawkins (3 Minutes) | Windows Media Audio | |
| Comments on investments in technology Mason Hawkins, Staley Cates (6 Minutes) | Windows Media Audio | |
| Comments on Yum Brands Mason Hawkins, Staley Cates (3 Minutes) | Windows Media Audio | |