Subject: Re: FT Series BRK after Buffett
Thanks for the heads up, obviously Buffett aka, brk should be disclosing this info, a very important worthwhile read.

"

Since the pandemic, his protégés’ record has deteriorated. In both 2021 and 2022 they missed the S&P 500 by double digits, according to the FT’s analysis; last year they also trailed the index.

Overall, according to the analysis, the pair have generated an average total annual return of about 7.8 per cent over the past decade. That falls short of the 12 per cent return of the S&P 500 and Buffett’s own 10.2 per cent gain. They have trailed the index in seven out of 10 years.

Their portfolios, worth about $27bn out of a total $354bn, excluding billions of dollars of pension investments for Berkshire’s employees, are up about 113 per cent over the past 10 years.

That trails a 165 per cent gain by Buffett over the same period and a 211 per cent total return by the S&P.

Berkshire declined to put Combs and Weschler up for interview or confirm which trades they made.

“I’ve never felt that it’s in the interest of Berkshire shareholders to talk about anything that we do that is successful and that we want to continue to do,” Buffett told the FT."