Posts Tagged ‘Warren Buffett’

Do Funds Improve Corporate Behavior? AQR vs. Lobbying Payments & Executive Pay

September 24, 2014

Chidem Kurdas

Rough-and-tumble activist managers often take the (more…)

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PIPE Deals Studied

February 24, 2011

Hedge funds used to be a large part of the market for private investments in public equity, but some are wary these days. While regulators look for evidence of inside trading, fund analysts have a different concern—-they scrutinize the valuation of the securities.  (more…)

Gates Foundation Stays with Big Names

August 24, 2010

The portfolio of the Bill & Melinda Gates Foundation’s endowment is remarkably stable over time. In part this is because Warren Buffett contributes Berkshire Hathaway shares, which account for a huge chunk of the endowment—$5.9 billion as of July. But the rest of the portfolio does not change much either, consistently emphasizing large-cap companies.

This worked to the endowment’s favor in the past year. As a recent report from Goldman Sachs says, “the biggest publicly traded companies have substantially outperformed the rest of the corporate sector and the economy as a whole.” (more…)