Longleaf Partners International LLINX
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Are Your Core Holdings Really 'Core'?
… means it owns no energy stocks, which make up about 11% of the S&P 500. Foreign Large-Cap Blend Longleaf Partners International LLINX Despite investing primarily in large companies in developed economies, this fund's deep-value philosophy …
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We're Not in a Borderless World Just Yet
… Southeastern Asset Management, advisor to Longleaf Partners LLPFX, Longleaf Partners Small-Cap LLSCX, and Longleaf Partners International LLINX . For years, Longleaf International had a much higher percentage of assets in Japanese companies than …
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LLSCX Longleaf Partners Small-Cap Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… and Mason Hawkins have comanaged this fund since 1991. They also manage Longleaf Partners LLPFX and Longleaf Partners International LLINX . They rely on a group of in-house analysts, a few of whom are stationed in Europe and Asia. The …
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LLPFX Longleaf Partners Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… the helm since 1987 and 1994, respectively. They also run Longleaf Partners Small-Cap LLSCX and Longleaf Partners International LLINX . Hawkins and Cates work with a group of in-house analysts. The team members keep all of their own …
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Look Abroad for More Profitable Value Opportunities
… their most recent shareholder letter , Longleaf managers Mason Hawkins and Staley Cates remarked that Longleaf International LLINX features a lower cash position and a more compelling price/value ratio than Longleaf's two domestically focused funds …
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Longleaf Partners Funds Quarterly Report
… Partners Small-Cap Fund also outperformed their benchmark indices by wide margins in the first quarter. Longleaf Partners International Fund’s gain fell short of the EAFE Index, primarily pressured by price declines in our Japanese holdings …
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Longleaf’s First Quarter 2011 Letter to Shareholders
… annual return goal of inflation plus 10% and outperforming their benchmark indices by wide margins. Longleaf Partners International Fund’s gain fell short of our absolute goal and the EAFE Index, primarily pressured by price declines …
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Focused Foreign Funds Are in an Exclusive Club
… research, deft security selection, and valuation discipline. Smooth Operators Talk about focused. Longleaf Partners International LLINX has sported a compact portfolio of fewer than 30 names for years. Managers Mason Hawkins and Staley …
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Longleaf Partners International — 2010 Letter to Shareholders
Longleaf Partners International Fund returned 7.4% in the fourth quarter and 13.7% for the year. The fund outperformed our absolute return goal of inflation …
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Longleaf Partners International — 2010 Letter to Shareholders
Best Buy stock has run significantly higher since our last update, and we think it looks expensive. Investors seem to have been heartened by stronger-than-expected GDP growth, disarray at Best Buy's largest competitor, Circuit City, and high expectations for the rapidly approaching holiday season.