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Russian (RU) Soumya Eswaran
Thu, Apr 10, 2025, 5:51 AM 3 min read
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GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets had a difficult start to 2025; with high levels of volatility in all of the main indices. The Value Fund finished the first quarter +3.0% net of fees and expenses net of fees and expenses. For the first quarter, the S&P/TSX retuned +1.5%, the S&P500 -4.2% and the Nasdaq –10.2%. The markets fell around 10% this past week as a result of President Trump's April 2 "Liberation Day" tariff announcement. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its first quarter 2025 investor letter, GreensKeeper Asset Management emphasized stocks such as Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in insurance, freight rail transportation, and utility businesses. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 3.40%, and its shares gained 27.92% of their value over the last 52 weeks. On April 9, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $521.41 per share with a market capitalization of $1.123 trillion.
GreensKeeper Asset Management stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2025 investor letter:
"The top contributor to the portfolio in Q1 was Berkshire Hathaway Inc. (NYSE:BRK-B), with a return of +17.5%. Berkshire finished 2024 on a strong note, with operating earnings rising 27.1% from the prior year. The Insurance and Utilities & Energy segments showed stark improvement, with profits increasing 66% and 60% respectively year-over-year. With over $300 billion of idle cash at year-end, Buffett may finally be getting his opportunity to bag an elephant. Like his major acquisitions of the past, these moves drive the future growth of the company’s cash generation machine."
A team of insurance professionals in a boardroom overlooking a city skyline.
Berkshire Hathaway Inc. (NYSE:BRK-B) is in 15th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 131 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the fourth quarter which was 120 in the previous quarter. While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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