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Southeastern Asset Management - Look Internationally For Value
Another day, another respected asset manager noting that it is hard to find value in the S&P 500 today.
This time it is Longleaf Partners (Southeastern Asset Management) with their lastest letter to investors:
www.superinvestorbulletin.com/2017/04/19/longleaf-partners-q1-letter-to-investors/
Longleaf's letter also has an interesting discussion on the potential misvaluation of Non-Earning Assets that is worth reading.
Have a great day!
Reese Morgan
Editor, The Superinvestor Bulletin