Concentrating allows adequate diversification while providing the opportunity to maximize returns and minimize permanent capital loss. Most research shows that holding 10-12 uncorrelated investments allows for adequate diversification. Owning 18-22 allows us to concentrate in our best ideas while allowing for potential overlapping risk factors or correlations.
Concentrating in our best ideas allows our global investment team to form a deep understanding of each business through in-depth research and continual refinement of each case over time. We take a private equity-like approach to vetting each business and engaging on an ongoing basis with our management teams.
Concentrating in our best ideas allows our global investment team to form a deep understanding of each business through in-depth research and continual refinement of each case over time. We take a private equity-like approach to vetting each business and engaging on an ongoing basis with our management teams.
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View current month-end performance Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay on distributions or share redemptions. The performance data quoted represents past performance and is no guarantee of future results. The return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
Viewing information about Longleaf Partners UCITS Funds requires investors to meet certain conditions. To the best of my knowledge, after due inquiry, I am permitted by the laws of my jurisdiction of residence to access and use Longleaf UCITS site and its information; I am a professional / institutional investor (non-retail).
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