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Tag: O. Mason Hawkins

11 years ago
Hawkins & Cates: M&A Limiting Value Opportunities

Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…

13 years ago
Hawkins and Romick Talk Europe, Rates, and Margins

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…

14 years ago
Top Fund Managers: Valuations Very Compelling

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…

15 years ago
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say

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”…

Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
August 5, 2025
Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
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