By Dr. David Kass PhD, Harvard University 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 (Weschler) are each currently valued at more than $2.5 billion. However, their investments in General Motors ($1.3 billion) (Weschler) is down 20%…
How Berkshire Hathaway’s Combs and Weschler Performed in 2014
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