Southeastern Adds Cemex, Reduces Dell And Saks Inc – ValueWalk Premium
The Longleaf Partners Fund

Southeastern Adds Cemex, Reduces Dell And Saks Inc

Southeastern Asset Management Inc. is an investment management firm headed by Chairman and CEO O. Mason Hawkins and President G. Staley Cates that looks for “time horizon arbitrage,” companies that have sustainable competitive advantages that offer long-term potential for growth that may not always be priced into other investors’ quarterly valuations. The bulk of the fund consists of around 20 companies chosen to be low risk, with a particular emphasis on companies that have strong corporate leadership.


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