Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of Politics | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Politics
Shrewd'm.com Merry shrewd investors
Best Of Politics | Best Of | Favourites & Replies | All Boards | Post of the Week! | How To Invest
Search Politics

Halls of Shrewd'm / US Policy
Unthreaded | Threaded | Whole Thread (6) |
Post New
Author: WEBLUNCHx2 ✸  😊 😞
Number: of 19824 
Subject: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/13/25 2:04 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
https://webmail.southeasternasset.com/hubfs/Resear...
Print the post


Author: AdrianC ⎊🐝  😊 😞
Number: of 19824 
Subject: Re: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/13/25 7:06 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
I wonder why Southeastern have seldom owned Berkshire? It would have helped their returns, maybe, which are shockingly bad.

https://stockcharts.com/freecharts/perf.php?SPY,BR...

I owned that pig (Longleaf Partners Fund) for far too long...thankfully threw in the towel over 10 years ago.
Print the post


Author: BRKNut ✧⎊  😊 😞
Number: of 19824 
Subject: Re: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/13/25 8:22 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
<<<I wonder why Southeastern have seldom owned Berkshire? ….
I owned that pig (Longleaf Partners Fund)……>>>

I’ll take a swag based on my own experience. They weren’t the only so-called Value fund that underwhelmed. Any such fund that I owned, holding a chunk in Berkshire is also an invitation for me to sell the fund to own Berkshire directly. The fees, especially for value funds made my head hurt that much more. Thankfully, it didn’t take too long; especially as I watched them floundering.
Print the post


Author: AdrianC ⎊🐝  😊 😞
Number: of 19824 
Subject: Re: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/14/25 8:39 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
I’ll take a swag based on my own experience. They weren’t the only so-called Value fund that underwhelmed. Any such fund that I owned, holding a chunk in Berkshire is also an invitation for me to sell the fund to own Berkshire directly. The fees, especially for value funds made my head hurt that much more. Thankfully, it didn’t take too long; especially as I watched them floundering.

Yes. Some hubris too I think, in the case of Longleaf. I remember Staley Cates (of Longleaf) calling Berkshire a "mutual fund" once. He knew it wasn't a mutual fund, of course.

Adding Weitz Partners value and Fairholme to the Stockchart- other famous value funds I owned back in the day - Weitz did slightly *worse* than Longleaf, if that is even possible:

https://stockcharts.com/freecharts/perf.php?SPY,BR...
Print the post


Author: longtimebrk ✧  😊 😞
Number: of 19824 
Subject: Re: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/14/25 8:54 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 4
great chart... was always puzzled with Weitz being added to the Berkshire BOD
Print the post


Author: hclasvegas   😊 😞
Number: of 75970 
Subject: Re: Buffett Appreciation by Southeastern Asset Mgmt
Date: 11/14/25 9:39 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
" Yes. Some hubris too I think, in the case of Longleaf. I remember Staley Cates (of Longleaf) calling Berkshire a "mutual fund" once. He knew it wasn't a mutual fund, of course.

Adding Weitz Partners value and Fairholme to the Stockchart- other famous value funds I owned back in the day - Weitz did slightly *worse* than Longleaf, if that is even possible:"


Really smart guys have trouble beating the index?

Have T and T beat the index?

Did Buffett win that million-dollar bet with the hedge funds?

How much brkb has Buffett bought since it was 410 in June 2024?

Market timing is a tuff game?

Who knew?




Print the post


Post New
Unthreaded | Threaded | Whole Thread (6) |


Announcements
US Policy FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Ticker or Board Name Author

Best Of Politics | Best Of | Favourites & Replies | All Boards | Followed Shrewds