Value Investing in Europe with Southeastern

Please join Portfolio Manager Josh Shores and Co-Portfolio Manager John Woodman of Southeastern Asset Management for a discussion on the opportunity for engaged value investing in Europe following their recent fund launch. Topics for discussion include:
• Leveraging a global network and local expertise to identify high-quality businesses for targeted constructive engagement
• Addressing the engagement opportunity in Europe's shifting landscape
• Driving long-term value creation through an ownership mentality and targeted engagement
• Building a concentrated portfolio based on bottom-up opportunities, a differentiated investment process, and strong risk management
• Engagement case studies, including Domino's Pizza Group

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