Investment Lifecycle and Strategies slide image

Investment Lifecycle and Strategies

WHERE WE DIFFER CONCENTRATED We are concentrated in only our best ideas. Portfolios typically comprise of 6 – 15 holdings. When our ideas are correct, they will have a meaningful impact on the portfolio values. At the same time, we know our companies better than the average investor, as we are focused on only a few stocks at a time. ABILITY TO HOLD CASH Being able to hold large amounts of cash allows us to be patient. We can wait for opportunities in exceptional businesses, rather than being forced to invest in mediocre ones. Cash also allows us to protect capital in a downturn, while having purchasing power at a market bottom. This differs from many mutual funds, where mandates limit their cash positions to 5%. Many funds don't have this luxury and advantage that we do. "OUR JOB IS TO FIND A FEW INTELLIGENT THINGS TO DO, NOT TO KEEP UP WITH EVERY DAMN THING IN THE WORLD." - CHARLIE MUNGER, VICE-CHAIRMAN OF BERKSHIRE HATHAWAY HAYDEN CAPITAL 13
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