Longleaf Partners Global Fund

Shareclass
Longleaf Partners Global (LLGLX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Longleaf Partners Global Fund

FUND COVERAGE
# of holdings19
% of assets75%
Score
52 / 100
Rank

24.7 percentile

Group: International Equity

Rank: #826 out of 1,095

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Koninklijke Philips NV
         % of fund invested: 4.29%
         $USD invested: $11.04M
  • 2. PVH Corp
         % of fund invested: 3.86%
         $USD invested: $9.92M
  • 3. Regeneron Pharmaceuticals Inc
         % of fund invested: 4.07%
         $USD invested: $10.47M
  • 4. Glanbia PLC
         % of fund invested: 5.12%
         $USD invested: $13.17M
  • 5. EXOR NV
         % of fund invested: 5.39%
         $USD invested: $13.86M
  • 6. Fortune Brands Innovations Inc
         % of fund invested: 2.92%
         $USD invested: $7.5M
  • 7. FedEx Corp
         % of fund invested: 4.02%
         $USD invested: $10.35M
  • 8. IAC Inc Ordinary Shares - New
         % of fund invested: 5.21%
         $USD invested: $13.39M
  • 9. The Kraft Heinz Co
         % of fund invested: 4.42%
         $USD invested: $11.36M
  • 10. PotlatchDeltic Corp
         % of fund invested: 2.74%
         $USD invested: $7.03M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Kansai Paint Co Ltd
         % of fund invested: 1.33%
         $USD invested: $3.42M
  • 2. MGM Resorts International
         % of fund invested: 3.24%
         $USD invested: $8.33M
  • 3. Bio-Rad Laboratories Inc Class A
         % of fund invested: 2.74%
         $USD invested: $7.03M
  • 4. Delivery Hero SE
         % of fund invested: 4.38%
         $USD invested: $11.26M
  • 5. Albertsons Companies Inc Class A
         % of fund invested: 4.09%
         $USD invested: $10.51M
  • 6. Mattel Inc
         % of fund invested: 5.48%
         $USD invested: $14.1M
  • 7. CNX Resources Corp
         % of fund invested: 6.12%
         $USD invested: $15.74M
  • 8. Rayonier Inc
         % of fund invested: 3.89%
         $USD invested: $10M
  • 9. The Walt Disney Co
         % of fund invested: 1.76%
         $USD invested: $4.53M
  • 10. PotlatchDeltic Corp
         % of fund invested: 2.74%
         $USD invested: $7.03M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Longleaf Partners Global Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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