Otis "Mason" Hawkins is an American

value investor Value or values may refer to: Ethics and social * Value (ethics) wherein said concept may be construed as treating actions themselves as abstract objects, associating value to them ** Values (Western philosophy) expands the notion of value beyo ...

and the founder, chairman, and

Chief Executive Officer A chief executive officer (CEO), also known as a central executive officer (CEO), chief administrator officer (CAO) or just chief executive (CE), is one of a number of corporate executives charged with the management of an organization especially ...

of Southeastern Asset Management, Inc. In 1975, Hawkins founded Southeastern Asset Management, a $35 billion employee-owned, global investment management firm and the investment advisor to the Longleaf Partners Funds, a suite of mutual funds and UCITS funds.

Professional history

Hawkins was Director of Research at First Tennessee Investment Management (1974–1975) and Director of Research at

Atlantic National Bank The Atlantic National Bank was an American bank based in Jacksonville, Florida. It existed from 1903 until 1985, when it was acquired by First Union. Subsequently, First Union changed its name to Wachovia Corporation when it also acquired Wachovi ...

(1972–1973), prior to founding Southeastern. He received a B.A. in Finance from the

University of Florida The University of Florida (Florida or UF) is a public land-grant research university in Gainesville, Florida. It is a senior member of the State University System of Florida, traces its origins to 1853, and has operated continuously on its ...

in 1970 and an M.B.A. in Finance from the

University of Georgia , mottoeng = "To teach, to serve, and to inquire into the nature of things.""To serve" was later added to the motto without changing the seal; the Latin motto directly translates as "To teach and to inquire into the nature of things." , establ ...

in 1971. Hawkins also holds the Chartered Financial Analyst (CFA) designation. In 1975, Hawkins founded Southeastern Asset Management and later launched the Longleaf Partners Funds, a suite of mutual funds and UCITS funds, in 1987.

Investment strategy

Hawkins is a value investor. When considering prospective investments, he looks for three criteria: strong businesses with good people, at deeply discounted prices. Hawkins invests in businesses with solid balance sheets. He looks for businesses that trade at far below intrinsic value and have a capable management team, which are important factors for long-term success. His firm, Southeastern Asset Management, has concentrated portfolios with 18-22 stocks usually.

Awards

Hawkins received '' Institutional Investor (magazine)’s'' Lifetime Achievement Award in 2005. He and Southeastern Asset Management President and Chief Investment Officer Staley Cates were also named

Morningstar, Inc. Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, ...

Domestic Equity Fund Managers of the Year in 2006 and were nominees for the same in 2003 and 2009. Hawkins’s firm, Southeastern Asset Management, was selected as Equity Manager of the Year at the ''Foundation and Endowment Money Management’s'' Nonprofit Awards for Excellence in 2007. Southeastern Asset Management's investment approach and Hawkins as its leader were featured in Chapter 10 of Yale endowment Chief Investment Officer

David Swensen David Frederick Swensen (January 26, 1954 – May 5, 2021) was an American investor, endowment fund manager, and philanthropist. He was the chief investment officer at Yale University from 1985 until his death in May 2021. Swensen was responsi ...

’s book ''Unconventional Success''.

References

External links

Southeastern Asset Management website

Southeastern Asset Management Stock Holdings

BusinessWeek article about Hawkins

Outstanding Investor Digest article about Hawkins
Better Know a Stock Picker
Motley Fool article about Hawkins
The Best Mutual Fund Company in America
Money Magazine article about Hawkins
2006 Fund Managers of the Year
Morningstar article about Hawkins and his partner Staley Cates {{DEFAULTSORT:Hawkins, Mason 1948 births Living people American money managers American investors University of Florida alumni Terry College of Business alumni CFA charterholders