Soumya Eswaran
Thu, Apr 10, 2025, 5:51 AM 3 min read
In This Article:
GreensKeeper Asset Management, an concern absorption company, released its archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Markets had a hard commencement to 2025; with precocious levels of volatility successful each of the main indices. The Value Fund finished the archetypal 4th +3.0% nett of fees and expenses nett of fees and expenses. For the archetypal quarter, the S&P/TSX retuned +1.5%, the S&P500 -4.2% and the Nasdaq –10.2%. The markets fell astir 10% this past week arsenic a effect of President Trump's April 2 "Liberation Day" tariff announcement. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.
In its archetypal 4th 2025 capitalist letter, GreensKeeper Asset Management emphasized stocks specified arsenic Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages successful insurance, freight obstruction transportation, and inferior businesses. The one-month instrumentality of Berkshire Hathaway Inc. (NYSE:BRK-B) was 3.40%, and its shares gained 27.92% of their worth implicit the past 52 weeks. On April 9, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) banal closed astatine $521.41 per stock with a marketplace capitalization of $1.123 trillion.
GreensKeeper Asset Management stated the pursuing regarding Berkshire Hathaway Inc. (NYSE:BRK-B) successful its Q1 2025 capitalist letter:
"The apical contributor to the portfolio successful Q1 was Berkshire Hathaway Inc. (NYSE:BRK-B), with a instrumentality of +17.5%. Berkshire finished 2024 connected a beardown note, with operating net rising 27.1% from the anterior year. The Insurance and Utilities & Energy segments showed stark improvement, with profits expanding 66% and 60% respectively year-over-year. With implicit $300 cardinal of idle currency astatine year-end, Buffett whitethorn yet beryllium getting his accidental to container an elephant. Like his large acquisitions of the past, these moves thrust the aboriginal maturation of the company’s currency procreation machine."
A squad of security professionals successful a boardroom overlooking a metropolis skyline.
Berkshire Hathaway Inc. (NYSE:BRK-B) is successful 15th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 131 hedge money portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) astatine the extremity of the 4th fourth which was 120 successful the erstwhile quarter. While we admit the imaginable of Berkshire Hathaway Inc. (NYSE:BRK-B) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.