Longleaf Partners Letter to Shareholders 2011
 


     
   
 
We haven’t had the chance of covering him on the blog much, but one of the Gurus we will follow over time is Mason Hawkins of Chairman and Chief Executive Officer Southeastern Asset Management. At the core of their investment framework they look for companies that  are ”good business, good people, and a good price.” Not too mention they have vastly outperformed the market indices over the 3 ,10, and 20 year periods. In this year’s letter to shareholders, Hawkin’s is disappointed the under performed the market by such a small margin , but remains optimistic about the fund’s holdings.

   
           
                     
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http://www.valueinvestingnews.com/longleaf-partners-letter-shareholders-2011