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freddy02

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  1. "Li was rumored to be the front runner to manage a large portion of Berkshire Hathaway's investment portfolio once Warren Buffett steps down. According to The Wall Street Journal, Charlie Munger once said "it is a foregone decision" that Li Lu would be going to be a member of Berkshire's top investors team after Warren Buffett retires. This was also hinted several times in some conversations with Buffett" https://www.wsj.com/articles/SB10001424052748703977004575393180048272028 I think there is a lot to learn about Li Lu as an investor however it's hard to track his portfolio. Is he meanly holding cash since 30-06-2017? https://fintel.io/i13fs/himalaya-capital-management Thank you for the information.
  2. In what about investing in Indian mutual funds? Franklin India Prima had 19.75% CAGR over 22 years: https://www.franklintempletonindia.com/investor/fund-details/fund-performance/franklin-india-prima-fund-4615 Even after adjusting for Indian Rupees weakening agains USD it's not too bad: https://im.rediff.com/money/2016/sep/19graph-rs.jpg
  3. Hi everyone, For my first post I think it will interesting to follow what is going on with the new fund of former Bestinver team. They have interesting track record... "Francisco Garcia Parames, the Spanish fund manager who’s earned 16 percent annual returns over the past two decades, is leaving Bestinver Asset Management to start a new venture, according to a person with knowledge of his plans." http://www.bloomberg.com/news/articles/2014-09-23/parames-said-to-leave-10-billion-bestinver-fund-for-new-project "What is the “Warren Buffett of Europe” Up To?" https://blogs.cfainstitute.org/investor/2013/05/09/what-is-the-warren-buffett-of-europe-up-to/ "AzValor Asset Management SGIIC will be registered with the Spanish regulator this week and will include a mutual fund focused on Spanish and Portuguese equities and another for international equities, Parages, chief executive officer and head of client relations, said in an interview Wednesday in Madrid." "Parages said he would like to be joined by former Bestinver managers Francisco Garcia Parames and Alvaro Guzman once the two men comply with the terms of resignation agreements that bar them from working for a Bestinver competitor." http://www.bloomberg.com/news/articles/2015-09-30/former-bestinver-executives-to-start-spain-equity-asset-manager Thanks for your contribution!
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