Global Opportunities Beyond the Radar

Warren Buffett’s Latest Move: Could This Sector Boom Again?

Mandatory Credit: Photo by Nati Harnik/AP/Shutterstock (9665074r) Berkshire Hathaway Chairman and CEO Warren Buffett speaks during an interview in Omaha, Neb., with Liz Claman on Fox Business Network's "Countdown to the Closing Bell Buffett Media, Omaha, USA - 07 May 2018


Success leaves clues.

One of the world’s best value investors is Warren Buffett.

Most would admit the past five years has been a tough time to invest in the markets. But Berkshire Hathaway [NYSE:BRK.A] has notched up a steady 70%+ against the S&P 500’s 52%.

That’s a return of around 14% a year. About 4% over and above the rest of the market.

If that is Buffett’s alpha, this is reasonable. Over this period, bank deposits were lucky to average 3% despite the recent tick-up.

Running portfolios in global markets for our wholesale investors, we’ve also managed outperformance against our index. There have been highs and lows, no doubt. But steady deployment of cash during the dips has helped build return.

Of course, every portfolio is different. Money is put to work at different times and cycles. And past performance cannot guarantee the future.

Perhaps one of the reasons we have also outperformed our index is that Mr Buffett is also on our research roster. In fact, we’ve followed him into a few different positions and ideas.

And I have to say, the one I’m going to report on today is among the most exciting I’ve seen…

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