Longleaf Partners Small-Cap Fund Q1 2025 Commentary
Source: SeekingAlpha
2025-04-13 10:07:00 ET
Summary
- There was no clear theme driving our outperformance in the quarter, simply the result of solid stock-picking that was recognized by the market.
- We avoided challenged stocks and continued to improve the quality of the portfolio with companies that we believe are on offense in this volatile environment.
- During the quarter we purchased three new positions in the portfolio: a telecommunications company, a digital distribution company and a beverage company.
Fund Characteristics | |
P/V Ratio | High-60s% |
Cash | 9.2% |
# of Holdings | 19 |
| All data as of March 31, 2025 | ||||||
Annualized Total Return | ||||||
1Q | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception | |
(%) | (%) | (%) | (%) | (%) | (%) | |
Small-Cap Fund | 1.50 | 4.20 | 2.34 | 14.31 | 4.99 | 9.73 |
Russell 3000 | -4.72 | 7.22 | 8.22 | 18.18 | 11.80 | 10.65 |
Russell 2000 | -9.48 | -4.01 | 0.52 | 13.27 | 6.30 | 8.86 |
Inception date 2/21/1989 |
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Longleaf Partners Small-Cap Fund Q1 2025 Commentary
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