BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Longleaf investing abroad]]>http://www.bloggingstocks.com/2007/06/11/longleaf-investing-abroad/http://www.bloggingstocks.com/2007/06/11/longleaf-investing-abroad/http://www.bloggingstocks.com/2007/06/11/longleaf-investing-abroad/#commentsFiled under: ,

Longleaf Funds, a long-term track record of excellent results, was featured in Barron's mutual fund section over the weekend. What is Mason Hawkins investing in? His largest position is in Dell Inc (NASDAQ: DELL) equaling 7.6% of holdings.

Japan was also a big theme with investments in NipponKoa Insurance, Olympus, Nikko Cordial, being all top holdings. Other Asian holdings included Chueng Kong and Fairfax Financial Holdings Limited (NYSE: FFH).

Mexico-based Cemex Sab De CV (NYSE: CX) also topped the list along with European holdings Renault and Nestle.

Regarding U.S. holdings, in addition to Dell, Ingersoll-Rand Company Limited (NYSE: IR) was at the top of the list.

One theme was certain, Hawkins is allocating a lot more of his capital outside the United States. Prior to this decade, Longleaf and Hawkins were not big international investors.

Longleaf investing abroad originally appeared on BloggingStocks on Mon, 11 Jun 2007 15:25:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AsianCemexChueng KongChuengKongCXDellFairfax FinancialFairfaxFinancialFFHIngersoll-RandIRJapanLongleafMason HawkinsMasonHawkinsNikko CordialNikkoCordialNipponKoaNipponKoa InsuranceNipponkoaInsuranceOlympusSoutheastern Asset ManagementSoutheasternAssetManagementMon, 11 Jun 2007 15:25:00 EST<![CDATA[Private equity gunning for Asia]]>http://www.bloggingstocks.com/2007/04/27/private-equity-gunning-for-asia/http://www.bloggingstocks.com/2007/04/27/private-equity-gunning-for-asia/http://www.bloggingstocks.com/2007/04/27/private-equity-gunning-for-asia/#commentsFiled under:

The Asian markets have been underrepresented in terms of private equity activity. But that's going to change fast.

This week, for example, Bain Capital raised a $1 billion Asian fund (this is the first one for the firm). This is according to a report from the Associated Press.

The main focus will be in China and Japan. No doubt, there are lots of companies to choose from. Although, dealing with the regulations will not be easy.

And, according to a report in Reuters, CCMP is in the process of raising a $3 billion Asian fund. The firm does have lots of experience in the region though. Its Asia Opportunity Fund II has a size of $1.6 billion.

Oh, and it looks like KKR is raising an Asia Fund and is targeting a cool $4 billion or so.

Tom Taulli is the author of various books, including the Complete M&A Handbook and the EDGAR-Online Guide to Decoding Financial Statements.

Private equity gunning for Asia originally appeared on BloggingStocks on Fri, 27 Apr 2007 19:23:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AsiaAsianBain CapitalBainCapitalbuyoutCCMPKKRprivate equityPrivateEquityFri, 27 Apr 2007 19:23:00 EST