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Will Allen

Will Allen

Analyst at Southeastern Asset Management Inc/tn/

Memphis, TN , United States

About

Will Allen is an Analyst at Southeastern Asset Management, based in Memphis, TN, where he has been a member of the investment team since 2022. In this role, he conducts equity research and fundamental analysis to support portfolio management across global, value-driven strategies, contributing to the firm's investment decisions and client communications.

At Southeastern, Allen’s analytical focus aligns with the firm’s tradition of concentrated, long-term investments in companies with durable competitive advantages, sound capital structures, and strong management. Portfolios under his analysis typically span a mix of global equities, including both US and international holdings, with an emphasis on value stocks within defensive industries, consumer goods, and media, as evidenced by recent investments and portfolio adjustments in areas such as packaged foods and entertainment companies.

Before Southeastern, Allen began his investment career as a Research Assistant at International Value Advisers (IVA) Funds, where he honed his skills in fundamental research and value investing. He holds a Bachelor of Science in Business Administration with a concentration in Accounting and Finance from the University of Dayton, and serves on the board of Grizzlies Prep, reflecting both professional expertise and community leadership.

Career History

OrganizationRoleDate RangeDetails
Southeastern Asset ManagementAnalystJan 2022 to Present
International Value AdvisersResearch AssistantJul 2019 to Mar 2021
Global Platinum SecuritiesMemberFeb 2017 to May 2019
Davis Center for Portfolio Management - University of DaytonAnalystNov 2015 to May 2019
Goldman SachsInvestment Management Summer AnalystJun 2018 to Aug 2018
GJ Kohler Investment AdvisorsSummer AnalystMay 2017 to Aug 2017
UBSWealth Management Summer AnalystJun 2016 to Aug 2016

Education

University of Dayton

Bachelor of Science (B.S.)

2015 2019

Skills & Expertise

Finance
Research
Customer Service
Microsoft Office
Management
Sales
Financial Modeling
Microsoft Word
English
Analytics

Others at Southeastern Asset Management Inc/tn/ (2)

NameRoleLocation
D
Doug Schrank
Head of Trading and PrincipalMemphis, TN , United States
Ken Anthony
Ken Anthony
TraderMemphis, TN , United States