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G. Staley Cates

Vice-Chairman

Southeastern Asset Management

Memphis, TN, USA

G. Staley Cates
Paul Casey
Rattan Chadha
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G. Staley Cates’ Biography

G. Staley Cates is an investment executive with over 35 years of industry experience. He is the Vice-Chairman of Southeastern Asset Management, an independently owned global investment management firm, and sits on its Executive Committee.

Southeastern serves as the investment advisor to Longleaf Partners' family of mutual and UCITS funds. Staley holds co-portfolio managerial responsibility for Longleaf Partners, Small-Cap, International, Global and Longleaf Global UCITS Funds. Southeastern also advises institutional accounts including endowments, foundations, public and private retirement funds.

As a host of the firm's Price-to-Value Podcast series, Staley leads discussions on some of today's most important industry topics. He has welcomed numerous business leaders to the series, including Larry Culp, Chairman and CEO of GE, FedEx Founder & CEO Fred Smith and Chairman & CEO of Fairfax Financial Holdings, Prem Watsa.

Staley has a wide range of charitable interests, with a focus on education, youth engagement and the arts. He is Chairman of the Poplar Foundation, which provides support for numerous youth services and educational initiatives in Memphis, and is Co-Founder of New Hope Christian Academy, a college-preparatory elementary school. He is also a founding board member of the Soulsville Foundation, which keeps the memory of the influential Stax Records alive by preserving its rich cultural legacy and utilizing its former space as a place for local artists to pursue their talents.

He played an integral role in bringing the NBA’s Grizzlies to Memphis, after which he served as a Founding Chairman of the Memphis Grizzlies Foundation. Launched in 2004, the foundation supports underprivileged and at-risk children through mentoring and education. Staley also led the redevelopment of Sears Crosstown, which had stood empty for nearly 20 years, into Crosstown Concourse.

Staley earned a BA in Business Administration from the University of Texas.

G. Staley Cates’ Newsfeed

Advisor Perspectives
Staley Cates: Southeastern’s Advantage as a Value Investor

In this interview with Robert Huebscher of Advisor Perspectives, G. Staley Cates, Vice-Chairman of Southeastern Asset Management, discussed current market trends, in contrast to early 2020, his and Southeastern's investment criteria and valuation methodology, and international investment opportunities.

The Business Journals
2021 MBJ Power 100

G. Staley Cates was recognized for his continued success with Southeastern Asset Management and his work in the local community. The Memphis Business Journal compiles the Power 100 list after months of research and discussion to see which individuals have had a significant impact in the business community and on the growth of the city of Memphis.

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G. Staley Cates’ Background

Southeastern Asset Management
Vice-Chairman
1986 - Present
Memphis, TN, USA
Southeastern Asset Management is a global value investment management firm founded in 1975 by Mason Hawkins.
Morgan Keegan & Co
Research Associate
Memphis, TN, USA
Morgan Keegan & Co is a financial services business handling asset and wealth management, financial planning and portfolio management. The business was acquired by Raymond James Financial in 2012.

Current Board Positions

Soulsville Foundation
Founding Board Member
Memphis, TN, USA
Soulsville Foundation is the umbrella organization that looks after Stax Records Museum, Stax Music Academy and The Soulsville Charter School. The Foundation has at heart the preservation of the cultural legacy of Stax Records, the education of youth ready for life success and to act as inspiration for future artists in aspiration of their dreams.

Philanthropy

Memphis Grizzlies Foundation
Founding Chairman
Memphis, TN, USA
The Memphis Grizzlies Foundation was launched in 2004, with the aim to provide support to poverty-stricken and at-risk Memphis children through mentoring and education.
The Poplar Foundation logo The Poplar Foundation logo
The Poplar Foundation
Director & Chairman
Memphis, TN, USA
The Poplar Foundation supports a variety of educational institutions and projects in Memphis.
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Media

Staley Cates: Where Value Investors are Finding Opportunities
Interview
Jun 2021
G. Staley Cates joins the Advisor Perspectives podcast to discuss key market trends and the range of sectors where investors can find new and emerging investment opportunities.
Jonathon Jacobson and Staley Cates – 25 Years of Shared Values in Value Investing
Host
May 2021
G. Staley Cates, Vice-Chairman of Southeastern Asset Management, interviews widely respected peer and friend of Southeastern, Jonathon Jacobson, Founder of HighSage Ventures and former CIO and Co-Founder of Highfields Capital.
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Publications

A Guide to the Biggest Nonprofits in Memphis
Profile
Jul 2015
Memphis, TN, USA
This feature covers nine of the biggest nonprofits in Memphis that focus their attention on the Mid-South. It includes six private foundations, including The Poplar Foundation, of which G. Staley Cates serves as Director & Chairman.

Memberships

The Society of Entrepreneurs
Member
Memphis, TN, USA
Founded in 1991, The Society of Entrepreneurs works to improve the general welfare of the community, contribute to the public good, and foster education. It is focused on the development of the entrepreneurial spirit and recognition of the many contributions of area entrepreneurs.
Transition Planning Commission logo Transition Planning Commission logo
Transition Planning Commission
Member
2011 - 2012
Memphis, TN, USA
The Transition Planning Commission was formed to develop a comprehensive transition plan to guide the consolidation of the Shelby County School System with the Memphis City School System.

Awards & Endorsements

2021 MBJ Power 100
Honoree
2021
Memphis, TN, USA
The Memphis Business Journal compiles the Power 100 list after months of research and discussion to see which individuals have had a significant impact in the business community and on the growth of the city of Memphis. Staley Cates was honored for his continued success with Southeastern and his work in the local community.
Morningstar Awards for Investing Excellence
Domestic Equity Fund Manager of the Year
2006
The Morningstar Awards were created to identify every year's most exceptional funds and fund managers. Staley Cates shared this honor with Mason Hawkins, and both were also considered for this award in 2003 and 2009.

Specialist Courses

CFA Institute
Chartered Financial Analyst
New York, NY, USA
The CFA Program provides participants with the knowledge and skills to compete in the investment sector.

Speaking Engagements

Invaluable Insights, Part 2
Featured Speaker
Jan 2021
During a dynamic 90-minute conversation moderated by Ariel's Mellody Hobson, leading asset managers discussed and debated: predictions for 2021; the market’s reaction to civil unrest as the U.S. transitions to a new presidential administration; the challenges of managing portfolios during a global pandemic; value vs. growth stocks, and much more.
Invaluable Insights 2020
Featured Speaker
May 2020
Invaluable Insights 2020 featured an in-depth conversation between renowned value investors. The assembled speakers, which included G. Staley Cates, Vice-Chairman Southeastern Asset Management, discussed the challenges of managing portfolios during a global pandemic, among many other topics.

Charitable Interests

Memphis Athletic Ministries
Supporter
Memphis, TN, USA
Memphis Athletic Ministries (MAM) is a charitable Christian organization supporting the youth of Memphis and coaching, growing, and leading them.

G. Staley Cates’ Education

University of Texas at Austin
BA | Business Administration