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Berkshire Hathaway New Manager Todd Combs’ Top Purchases: BR, CIT, CLDT, FFBCW, HIG, LUK

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gurufocus

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gurufocus
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Comments

batbeer2
Batbeer2 premium member - 3 years ago
A thought.....

AFAIK Li Lu does not "do" financials. Retail, Industry.... that's his thing.

Could it be that Berkshire picked Combs because he has a circle of competence that complements that of Li Lu ?
gurufocus
Gurufocus premium member - 3 years ago
Ravi posted a nice link from Alice Schroeder with monthly returns of Todd Combs. These are the annual returns since 2005:

2005 2.05%

2006 13.56%

2007 18.95%

2008 -5.68%

2009 6.23%

2010 -3.93%

The link with monthly returns:

http://aliceschroeder.com/blog/todd-combs-monthly-returns

superguru
Superguru - 3 years ago
also important to note is that Todd is not a buy n hold investor. Partly because of small size of his portfolio and partly times have changed and Buffett realizes that.

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