Summary: The Multi Cap Equity Fund's Institutional Class had a positive return compared to the Russell 3000 Index for the first quarter and one-year period, with various large- and mega-cap holdings contributing to the Fund's performance. The Fund outperformed small-cap and mid-cap indices but modestly lagged the capitalization-weighted Russell 3000. Initiatives were taken to adjust holdings during the period, including trimming certain positions and initiating new ones.
Full articleSummary: The article provides an overview of all 45 stocks in Warren Buffett’s investment portfolio managed by Berkshire Hathaway, highlighting key core investments such as Apple, Coca-Cola, and American Express. It emphasizes Buffett's philosophy of concentrated investing in recognizable brands and resilient business models.
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