While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E ratios in Europe seem very low, particularly when the low-interest-rate environment is factored in, according to Morningstar. FPA’s Steven Romick, meanwhile, says it seems investors […]
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Tag Archives: O. Mason Hawkins
Top Fund Managers: Valuations Very Compelling
December 7, 2011 
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O. Mason Hawkins and G. Staley Cates, whose Southeastern Asset Management funds have excellent track records over the past decade, say they are adding to their equity positions amid the global economic fears. “As the largest owners of the Longleaf Partners Funds, we have used the recent price downdraft to meaningfully add to our stakes,” […]
Read moreStocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
July 26, 2010 1 Comment
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior” opportunity at current levels. “Equities offer a superior opportunity for investors today, particularly compared to fixed income,” Hawkins and Cates write in their latest quarterly […]
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