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Longleaf Partners reduces expenses on two funds

TheShadowTheShadow
in Fund Discussions
https://www.sec.gov/ix?doc=/Archives/edgar/data/806636/000119312523270110/d575530d497.htm

SUPPLEMENT DATED NOVEMBER 3, 2023
TO PROSPECTUS DATED MAY 1, 2023

Pages 9 and 13 of the Prospectus and page 1 of both Longleaf Partners International Fund’s and Longleaf Partners Global Fund’s Summary Prospectus should be updated to reflect that the International Fund’s and Global Fund’s expense caps have been reduced from 1.15% to 1.05%. The fee table on page 22 of the Prospectus should be updated to reflect that the fee caps on the International Fund and the Global Fund have been reduced from 1.15% to 1.05% effective November 1, 2023 through at least April 30, 2025.

Comments

  • sma3
    Would be interested to hear if anyone here has stuck with them over the years. They had such a good story years ago, but I gave up when the returns didnt materialize
  • TheShadowTheShadow
    I have a position in the small cap fund which I bought when the fund re-opened in 2020. I have deliberated whether I should keep my position, but I still own it.
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