Fact Sheet

Fund_LLPFX

Longleaf Partners (LLPFX) Fund Inception 08-Apr-87 O. Mason Hawkins - Lead Manager since 08-Apr-87 Hawkins is chair and chief executive officer and ... more

Personal Website

Fund_LLPFX has 1 follower

Location:

Tennessee, USA

Inception:

30-Dec-05

Ann. Return:

1.49%

Valuation:

$$$

Capitalization Bias:

n/a

Long/Short:

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Investor Type

	Approach:
	Risk Profile:
	Holding Period:
	Focus:

Investment Style

The investment seeks long-term capital growth. The fund normally invests in the equity securities of a limited number of mid and large-cap companies. Most of these securities are listed on the major securities exchanges.

It may invest up to 30% of assets in foreign securities and up to 15% of assets in non-registered or illiquid securities. The fund is nondiversified.

How Fund_LLPFX Got Started

n/a

Job Title:

n/a

Industry:

n/a

Investment Exp.:

20+ years

Born:

n/a

Education:

n/a

Qualifications:

n/a

Latest Blog Post

Market report: 2007-05-22 (22-May-07)
Holdings: TOP 10 HOLDINGS ( 57.81% OF TOTAL ASSETS) As of 31-Dec-06 DELL INC DELL 9.65% LIBERTY MED CP A WI LCAPA 8.31% THE DIRECTV GROUP I DTV 5.65% YUM BRANDS INC YUM 5.18% WALT DISNEY-DISNEY C DIS 5.00% CEMEX SAB DE CV ADR CX 4.91% AON CORP AOC 4.86% NIPPONKOA Insurance N/A 4.86% SPRINT NXTEL CP S 4.77% Vivendi Universal N/A 4.62% ... View Blog

Performance

	Fund_LLPFX	DJIA
Return Since Inception	4.01
Month to Date Return	1.50	2.96
Last 3 Months Return	-7.38	-11.25
Last 12 Months Return	-20.63	-13.88
Annualized Return	1.49	3.05
Alpha (%)	0.00
Beta	1.02