While many investors are experiencing AI mania and chasing after the big tech names of the Mag 7, the “Oracle of Omaha” has shown us once again that a disciplined approach to investing in quality companies can result in significant returns. Specifically, Warren Buffett revealed in his annual Berkshire Hathaway shareholder letter that the company’s investments in five Japanese trading companies dramatically outperformed the S&P 500 Index since August 2020. “He’s made a fortune in those names,” said Eric Lynch, managing director and portfolio manager at Scharf Investments, in a recent Wall Street Journal article. “They’ve wildly exceeded the S&P 500.”

Our portfolios have benefited from these investments as we have been long-time investors in Berkshire Hathaway stock and we also believe in the compelling investment opportunities that quality Japanese companies can offer.

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