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Meryl Witmer - Eagle Value Partners
Posted by: alykhan (IP Logged)
Date: May 11, 2013 10:19PM

She is an excellent stock picker

Recently named to Berkshire's board


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Re: Meryl Witmer - Eagle Value Partners
Posted by: alykhan (IP Logged)
Date: May 16, 2013 07:20AM

14%+ returns since 1988. Definitely not closet indexing. But, the surprising thing is she achieve this with 25-35 stocks. Assuming they were fairly equal weight (not a bunch of 10% positions), it will have been only the second time I have seen this kind of outperformance without concentration (the other being First Eagle).


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