Portfolio

Core Holdings:

I take positions in quality businesses along with:

  • 3G Capital Partners, LP
  • Berkshire Hathaway, Inc
  • Aquamarine Capital Management, LLC,
  • Dalal Street, LLC
  • Fundsmith, LLP

Other:

I take positions in Spinoffs, M&A Arbitrage, and other special situations, either long/short or using calls/puts.

Annual Performance:

2016 – Fundweis Spinoff Fund (FWSF) 31% (S&P 500 Benchmark 9.4%)

Disclaimer: This is not an offer to buy or sell securities. Information on this website is based on my personal opinion and experience. This website is not intended as professional advice. None of the information contained on this website constitutes a recommendation for any particular security, portfolio of securities, transactions, or investment strategy is suitable for any specific person. Please seek your own professional adviser who can properly review your particular circumstances. The author disclaims any liability, loss, or risk taken by individuals who directly or indirectly act on information contained herein. All readers accept full responsibility for their use of this material.