Ranked #1
Global Volatility and Opportunity with Southeastern’s Portfolio Managers
Global Volatility and Opportunity with Southeastern’s Portfolio Managers
The unprecedented situation with COVID-19 has resulted in dramatic volatility across all global markets. Southeastern's ... Read more
18 Mar 2020
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47mins
Ranked #2
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia
Melco: Lawrence Ho on Geopolitics, Volatility and Opportunity in Asia
Southeastern’s Asia Pacific Co-PMs Ken Siazon and Manish Sharma interview Lawrence Ho, CEO and Chairman of Melco Intern... Read more
9 Dec 2019
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56mins
Ranked #3
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity
FedEx: Fred Smith and Alan Graf on E-Commerce, Global Trade and Opportunity
In this episode, our Vice-Chairman Staley Cates interviews FedEx’s CEO and Founder Fred Smith and EVP and CFO Alan Graf.... Read more
6 Nov 2019
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1hr 4mins
Ranked #4
Will Thorndike on CNX, Outsiders and Private Equity
Will Thorndike on CNX, Outsiders and Private Equity
CEO and Head of Research Ross Glotzbach and Vice-Chairman Staley Cates interview Will Thorndike, author of The Outsiders... Read more
30 Jul 2019
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38mins
Ranked #5
Live from Omaha: International Value with FEG, Southeastern and Evermore
Live from Omaha: International Value with FEG, Southeastern and Evermore
In this episode, we share excerpts from a panel on International Value Investing that Southeastern co-hosted with Evermo... Read more
19 May 2019
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58mins
Ranked #6
Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture
Prem Watsa – Insights on Investing, Underwriting and the Importance of Culture
Vice-Chairman Staley Cates interviews Prem Watsa, Chairman and CEO of Fairfax Financial Holdings. They discuss surviving... Read more
6 Mar 2019
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48mins
Ranked #7
Three Generations of Leadership
Three Generations of Leadership
Southeastern’s leaders from three generations discuss succession planning and remaining engaged at the firm.
9 Jan 2019
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28mins
Ranked #8
Unlocking Value in European Conglomerates
Unlocking Value in European Conglomerates
Josh Shores and John Woodman discuss the opportunity for our management team to unlock what we feel is hidden value in E... Read more
18 Dec 2018
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33mins
Ranked #9
Is Value Investing Dead?
Is Value Investing Dead?
Our Global Investment Team discusses the case for active, long-term value investing in a short-term, momentum-driven env... Read more
19 Nov 2018
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26mins
Ranked #10
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic
Mattel: Ynon Kreiz on the Enduring Power of Brands and Navigating a Global Pandemic
In this episode, Senior Analyst Lowry Howell and CEO and Head of Research Ross Glotzbach interview Ynon Kreiz, CEO of Ma... Read more
1 Jun 2020
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1hr 1min