Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Select Fund” second quarter 2024 investor letter. A copy of the fund can be downloaded here.
Mason Hawkins is the CEO and founder of Southeastern Asset Management Inc. which owns a suite of mutual funds and UCITS funds under the Longleaf Partners Funds umbrella.
Imagine a company -- let's call it A -- that significantly depends on company B for revenue, has zero presence outside the U.S. and Europe and has never paid dividends.