Lupo Lupus Posted March 5, 2018 Share Posted March 5, 2018 Global fund managers are underweight BRK -- a contrarian sign! Link to comment Share on other sites More sharing options...
rb Posted March 5, 2018 Share Posted March 5, 2018 Global fund managers are always underweight Berkshire. Link to comment Share on other sites More sharing options...
Lupo Lupus Posted March 5, 2018 Author Share Posted March 5, 2018 Active share underweighing is enormous though. 0.6 percentage points on a net share of 0.4%. Do you know whether this was equally large in the past? Link to comment Share on other sites More sharing options...
rb Posted March 5, 2018 Share Posted March 5, 2018 There's lots of reasons. Berkshire has a large non-institutional investor base. It gets poor coverage. Doen't do a lot of shareholder communication. The list goes on. Link to comment Share on other sites More sharing options...
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