Southeastern Asset

Memphis, United States Founded: 1975 • Age: 51 yrs
Provides long-term value investing in high-quality businesses through managed accounts and funds.

About Southeastern Asset

Southeastern Asset is a company based in Memphis (United States) founded in 1975 by O. Mason Hawkins. It operates as a B2B, and Asset Management. Southeastern Asset offers products and services including Managed Accounts, Longleaf Partners Funds, and Longleaf UCITS Funds. Southeastern Asset operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Memphis, United States
  • Founders O. Mason Hawkins
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Southeastern Asset Management, Inc.
Operational Areas
Financial Services → Private Capital & Alternative Investments
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $2.29 M (USD), Grant

    Sep 23, 2008

  • Investors
  • Employee Count
    Employee Count
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Products & Services of Southeastern Asset

Southeastern Asset offers a comprehensive portfolio of products and services, including Managed Accounts, Longleaf Partners Funds, and Longleaf UCITS Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Custom accounts for global and regional equity mandates

Funds offering value investing in US and international markets

UCITS funds for non-US investors in equity strategies

Funding Insights of Southeastern Asset

  • Total Funding
  • Total Rounds 1
  • Last Round Grant — $2.3M
  • First Round

    (23 Sep 2008)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2008 Amount Grant - Southeastern Asset Valuation

investors

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Jul, 2021 Amount Post-IPO - Grab Valuation

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Investors in Southeastern Asset

Southeastern Asset has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include U.S. Department of Education. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Education promotion is managed by the federal agency ED.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Southeastern Asset

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Southeastern Asset

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Southeastern Asset Comparisons

Employees
+
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Competitors of Southeastern Asset

Southeastern Asset operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Mutual life insurance and asset management services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Southeastern Asset

Frequently Asked Questions about Southeastern Asset

When was Southeastern Asset founded?

Southeastern Asset was founded in 1975 and raised its 1st funding round 33 years after it was founded.

Where is Southeastern Asset located?

Southeastern Asset is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.

What does Southeastern Asset do?

Southeastern Asset Management specializes in long-term, concentrated value investing, focusing on high-quality businesses at discounted prices. They manage accounts and funds for clients, emphasizing protection against capital loss and absolute returns. With offices in the US, UK, and Singapore, they collaborate with management teams and apply a bottom-up investment approach. Clients include institutional investors seeking strong results over a 5 year horizon.

Who are the top competitors of Southeastern Asset?

Southeastern Asset's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Southeastern Asset offer?

Southeastern Asset offers Managed Accounts, Longleaf Partners Funds, and Longleaf UCITS Funds.

Who are Southeastern Asset's investors?

Southeastern Asset has 1 investor. Key investors include U.S. Department of Education.

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