Mutual Funds - Profile

Longleaf Partners International Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks long-term capital appreciation by primarily investing in companies outside the United States.

The investment process starts with a list of companies with market capitalization of $1 billion and higher in developed markets and emerging countries.

Then the research team with the help of fundamental analysis and quantitative research narrows the list to market leaders with growing free cash flows and strong financial positions.

The team then with the help of qualitative analysis estimates intrinsic value of the select businesses that are clearly understood by investment team.

The team favors companies that More

Price

  • Last Close
  • $17.17
    -0.02
  • 52 Week HL
  • $19.42 - $16.34
  • Net Assets
  • $1500 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Manager

  • Name
  • O. Mason Hawkins
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
2 % YTD

  • 3 Year
  • -2.43%
  • 5 Year
  • 28.02%
  • Best
  • 41.52%
    2003
  • Worst
  • -39.91%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
LLINX 0%29%16%29%-6%19%8%-1%14%29%13%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 1.7% 6.7% -32.1% 12.5% - 8.8% 2.8% -0.4% 3% 7.2% -
Q2 - 1.2% 16.6% -1.3% 1% 8.4% -2.8% 3.1% -1.3% -1.2% -
Q3 - -2.4% 1.7% -5.4% 5% 5.6% 12.6% -13.6% -10.3% 12.3% -
Q4 - - 22.1% 7.9% -9.5% -0.1% -0.3% 3.8% -5.9% 13.3% -

Returns +
M

J F M A M J J A S O N D
2022 2% - - - - - - - - - - -
2021 -1.8% 6.5% 2.1% 1.3% 2.2% -2.2% -2.2% -1.5% 1.3% -3.6% -4.6% 0.3%

Annual
Return

Index Comparison

Alpha

NAV