One of the value investors we like to follow closely here at The Acquirer’s Multiple is Mason Hawkins, Chairman and Chief Executive Officer at Longleaf Partners (Longleaf). Last week Longleaf released its Q218 Shareholder Letter which contains a number of warnings for today’s investors saying: “Managers who say convincingly today that value does not matter much at their holdings because the … Read More
What Are The Three Components Of An Equity Investment’s Return – Mason Hawkins
(Image Credit, marcellusdrilling.com) Mason Hawkins has been Chairman and Chief Executive Officer of Southeastern Asset Management since 1975. Southeastern Asset Management is a privately owned, global investment management firm and the investment advisor to the Longleaf Partners Funds with over $20 Billion in Assets Under Management. Southeastern Asset Management have consistently employed a time-tested value approach to long-only equity investing for … Read More