About LLGLX
Longleaf Partners Global Fund is an actively managed mutual fund focused on global equity investments with the primary objective of achieving long-term capital growth. Managed by Southeastern Asset Management, the fund typically maintains a concentrated portfolio of 15 to 25 holdings, selecting companies worldwide that meet stringent criteria regarding business quality, management capability, and attractive valuation. These companies span developed and, to a lesser extent, emerging markets across multiple sectors, including energy, healthcare, financial services, industrials, communication services, and technology. The fund employs a disciplined, value-driven investment approach, seeking opportunities where market prices significantly understate intrinsic business value. It is categorized within the global small/mid-cap stock segment and normally invests at least 40% of its assets in non-U.S. securities. Notably, a significant portion of assets is allocated to its top holdings, reflecting its concentrated strategy. The fund is suited for investors seeking diversified, long-term exposure to undervalued companies globally, and is recognized for its risk-conscious philosophy and engaged ownership aimed at driving shareholder value over a multi-year horizon.
Fund Family Longleaf Partners
Category World Small/Mid Stock
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol LLGLX
Index MSCI World NR USD
LLGLX had a total return of 6.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.75%.
