2024-04-24 09:00:00 ET
Summary
- Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients.
- Longleaf Partners International Fund returned 3.64% in the quarter, which compared to the FTSE Developed-ex-North America Index return of 5.47%.
- Japan has benefitted from capital inflows at the expense of markets like China and Hong Kong.
- We continue to upgrade the portfolio on qualitative and quantitative fronts.
Fund Characteristics
P/V Ratio | Low-70s% |
Cash | 4.3% |
# of Holdings | 25 |
All data as of March 31, 2024
Annualized Total Return | ||||||
1Q (%) | 1 Year (%) | 3 Year (%) | 5 Year (%) | 10 Year (%) | Since Inception (%) | |
International Fund | 3.64 | 8.37 | -2.78 | 0.66 | 1.38 | 6.21 |
FTSE Developed ex- North America | 5.47 | 15.52 | 3.95 | 7.21 | 4.85 | 5.78 |
FTSE Developed ex- North America Value | 4.91 | 16.32 | 4.33 | 6.23 | -- | -- |
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For further details see:
Longleaf Partners International Fund Q1 2024 Commentary