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Mason Hawkins
Where Are The Wise Money Managers?
Submitted on 01/06/2009R.I.P., Bill Miller (Legg Mason Opportunity fund, -59% for 2008 through October 30). And Mason Hawkins (Longleaf Partners, -47%), Bill Nygren (Oakmark Select, -36%), Chris Davis and Ken Feinberg (Selected American Shares, -36%), Ron Muhlenkamp (-37%) and the guys and gals at Dodge & Cox Stock (-41%).
Mason Hawkins Speech
Submitted on 05/02/2008Here are some notes from Mason Hawkins' speech at the Ben Graham Center for Investing he gave in 2005.
Longleaf 2007 Annual Report
Submitted on 02/14/2008Mason Hawkins of Longleaf Partners says "The recent volatility gave long term investors terrific opportunities to persue. Falling prices are not necessarily worrisome for the investor who knows that he will be a net buyer of common stocks over next five years. As patient, long term investors we know that as appraisals remain intact returns should be delayed not lost."
Longleaf added Citadel Broadcasting, Limited Brands, Sun Microsystems, UBS and Walgreen to their portfolio.
Longleaf fund seeks group cash to buy stocks
Submitted on 12/13/2007Longleaf Partners Fund, appealed to its shareholders for $2 billion to invest in a few beaten-down stocks, said it is turning to owners of other funds in the group for fresh contributions.
The fund, the flagship of deep-value stock investor Mason Hawkins, said in a letter on the Longleaf Web site that the move to tap shareholders of the International and Small-Cap funds for cash was due to the availability of new investment opportunities.
Longleaf fund seeks $2 bln to buy depressed stocks
Submitted on 11/15/2007Longleaf Partners Fund, the flagship fund of deep-value stock investor Mason Hawkins, has said it is seeking about $2 billion from existing shareholders to invest in a handful of beaten-down stocks. The fund, which held $1.2 billion worth of shares in personal computer maker Dell Inc (DELL) and $659 million of online auctioneer eBay Inc (EBAY) as of the end of September, among others, said the stocks it intended to buy were trading at 60 percent below their intrinsic value.
Longleaf 1Q 2007 Shareholder letter
Submitted on 05/25/2007During the quarter Longleaf purchased two new qualifying ideas in the Small-Cap Fund (Trend Micro Inc and Worthington Industries, Inc.) and one in International (EnCana Corp). Longleaf team were hopeful that the worldwide market declines in late February might linger and signal increasing volatility. The socalled ""correction'' was brief and somewhat slight, however, and yielded relatively little opportunity. Positive performance combined with few 60-cent dollar additions resulted in the price-to-value ratio of each Fund rising slightly during the quarter. The Partners Fund and International Fund have one new position's worth of cash. While Small-Cap's cash level is higher, several buy orders are waiting for prices to cooperate.
Longleaf 2006 Annual Report
Submitted on 02/26/2007In 2006, Mason Hawking's patience and commitments began to pay off. Many of the companies that had been the most discounted over the last few years were among the strongest performers.
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