How Berkshire Hathaway’s Combs and Weschler Performed in 2014Guest Post
After outperforming the S&P 500 and Warren Buffett in both 2012 and 2013, Todd Combs and Ted Weschler, appear to have underperformed the S&P 500 in 2014.
Combs and Weschler are each managing about $7.5 billion of the $120 billion equity portfolio of Berkshire Hathaway. Their largest investments, DirecTV (DTV) and DaVita (DVA), performed very well, with each outperforming the S&P 500 by about 10 percentage points. DTV (Combs and Weschler) and DVA . . .
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