Tag: Berkshire Hathaway

Alternatives January 9, 2020

Ackman, Buying a Stake in Idol Buffett’s Firm, Finally Turns a 2019 Profit

Hedge fund chief has touted his recent Berkshire purchase as an element of his comeback, although that’s unlikely.

Newsmakers March 4, 2019

Warren Buffet Tells Pensions and Endowments to Cut Management Fees

Wizard of Omaha has slipped in some subtle advice for funds in Berkshire’s annual letter.

Newsmakers May 8, 2018

New Accounting Rules Trigger a Paper Loss for Berkshire, but Buffett Says It’s OK

Company has $110 billion ready to make a large cash acquisition.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?