About us
Our Business Principles

The value of active minds

We posit that in today's complicated and tough world, the only way to consistently provide long-term outperformance for our clients is to foster an environment where all perspectives and ways of thinking are encouraged and valued. Having the capacity to be quick-thinking, enterprising, and adaptable to aid in problem-solving is a uniquely human trait. That's why we encourage genuine differences of opinion, responsibility, teamwork, and openness to criticism and new ideas so that we can respond to changing events and conditions.

To make a difference in the world and provide for our clients, we rely on a blend of experience and innovation, as well as a dedication to continuous listening and learning across all of our activities. This benefit is what we term "the value of active minds."

Our Pillars

The way we do business is based on a set of guiding principles that we strictly adhere to. With these guidelines in mind, our team members may better comprehend the actions that bring about desired results for our clients.

To make these values more concrete for the coming year, we've decided to center them on four "cultural pillars."

We put clients first

Our company's raison d'etre is based on our dedicated service to our customers and our promise to provide greater performance after fees.

We value our people

Our independence of mind and sense of personal responsibility are what sets us apart. We believe that our ability to think and act in unique ways is what will set us apart from other groups.

We succeed together

Working together as a group is the only way to achieve our organizational and personal objectives.

We challenge ourselves

We welcome new ideas, constructive criticism, and the pursuit of perpetual progress.

1. Treat your investment as if it were our own.
2. Remain significant investors in the Funds advised by Southeastern.
3. Long-term investing involves minimizing company, financial, purchasing power, regulatory, and market risks while maximizing returns.
4. Make your share investment decisions based on how much of a discount you can get from the company's intrinsic worth, how well managed it is, how well positioned it is in the market, and how much future profit they are expected to generate.
5. Focus our assets in our best ideas.

6. Not impose loads or 12b-1 charges on mutual fund shareholders.
7. If your current customers would benefit from closing, you should think about closing to new investors.
8. Put off day traders and other traders that speculate for a short time.
9. Maintain our drive to better serve our customers and stockholders.
10. Maintain open and honest communication with our investment partners.