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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Southeastern Asset Management | Analyst | Jan 2022 to Present | — |
| International Value Advisers | Research Assistant | Jul 2019 to Mar 2021 | — |
| Global Platinum Securities | Member | Feb 2017 to May 2019 | — |
| Davis Center for Portfolio Management - University of Dayton | Analyst | Nov 2015 to May 2019 | — |
| Goldman Sachs | Investment Management Summer Analyst | Jun 2018 to Aug 2018 | — |
| GJ Kohler Investment Advisors | Summer Analyst | May 2017 to Aug 2017 | — |
| UBS | Wealth Management Summer Analyst | Jun 2016 to Aug 2016 | — |
Education
University of Dayton
Bachelor of Science (B.S.)
2015 — 2019
Skills & Expertise
Others at Southeastern Asset Management Inc/tn/ (2)
| Name | Role | Location |
|---|---|---|
D Doug Schrank | Head of Trading and Principal | Memphis, TN , United States |
| Trader | Memphis, TN , United States |