Ross is the CEO and Head of Research at Southeastern Asset Management, a firm with a 50‑year record of long‑term, concentrated value investing. In this episode, he breaks down how true multi‑year investing works in practice—from business‑people‑price discipline to the advantages of engagement, selectivity, and thinking far beyond the market’s short time horizon.

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(As of December 22, 2025)

#106 - Ross Glotzbach: Long‑Term Concentrated Engaged Value