Longleaf Partners Small Cap Fund · NASDAQ:LLSCX
Longleaf Partners Small Cap Fund — Longleaf Partners Funds — Investor Presentation (May 2012)
6 slides from Longleaf Partners Small Cap Fund's investor presentation, May 1, 2012
Slide 1: Longleaf Partners Funds Annual Shareholder Presentation
Longleaf Partners Funds Annual Shareholder Presentation May 1, 2012
Slide 2: Important Disclosure Information
Important Disclosure Information Longleaf Average annualPartners Funds total returns for each of the Longleaf Partners Funds and their respective benchmarks for the one, five, ten year, and since inception periods ended March 31, 2012 are as Annual follows: Shareholder Longleaf Partners Fund,Present
Slide 3: Longleaf Partners Funds – 25 Years of Compounding
Longleaf Partners Funds – 25 Years of Compounding $1,000,000 Invested at Each Fund’s Inception Cumulative Returns Through 4/8/2012 $15 Million $13,414,300 13 1241% Return 11 $9,970,600 $8,475,100 897% 9 Return $7,297,900 7 748% Return 630% 5 Return $2,726,600 3 173% $1,587,400 Return 59% Return 1 Pa
Slide 4: Excess Return vs. Cash, Treasuries, Indices
Longleaf Excess Return vs. Cash, Treasuries, Indices Collective Value of $1mm Invested at Each Fund’s Inception Cumulative Returns Through 4/8/2012 $30 Million $26,111,500 25 770.4% Return 20 $17,360,400 478.7% Return 15 $12,376,604 312.6% Return 10 5 $3,000,000 0.0% Return 0 Cash 10-Year 1 Benchmar
Slide 5: Opportunities Created By Disney's Price Volatility
Opportunities Created By Disney’s Price Volatility Partners Fund Transactions and Price-To-Value Changes 1/12/11-2/15/11 60 Avg. Sell Price: Disney Stock Price 10/29/10-12/3/10 $42.28 Intrinsic Value Per Share Avg. Sell Price: (~95% P/V) 50 6/21/06 – 6/22/06 $36.35 Avg. Sell Price: (~80% P/V) $29.39
Slide 6: Governing Principles
Governing Principles We will treat your investment as if it were our own. We will remain significant investors in Longleaf Partners Funds. We will invest for the long-term, while striving to maximize returns and minimize business, financial, purchasing power, regulatory and market risks. We will cho
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