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Boutique Value Manager Closes Flagship Fund

June 1, 2017 By Jeremy Jones, CFA

Longleaf Partners has long been a boutique value manager we have followed at Young Research. They are one of the good guys in the mutual fund industry. Longleaf uses long-term value oriented approach and eschews the benchmark hugging and overdiversification that handicap most mutual fund managers.

So what does it say about the market when a highly respected boutique value manager that only buys about 15-25 companies in its portfolio closed not because its fund has grown too large, but because there are a lack of opportunities?

You can read between the lines.

Here is more from Longleaf.

[gview file=”https://www.youngresearch.com/wp-content/uploads/2017/06/Longleaf-Partners-Closed-to-New-Investors-06092017.pdf” width=”100%”]

 

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Jeremy Jones, CFA
Jeremy Jones, CFA, CFP® is the Director of Research at Young Research & Publishing Inc., and the Chief Investment Officer at Richard C. Young & Co., Ltd. CNBC has ranked Richard C. Young & Co., Ltd. as one of the Top 100 Financial Advisors in the nation (2019-2022) Disclosure. Jeremy is also a contributing editor of youngresearch.com.
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