Below is a spreadsheet that shows changes to Bill & Melinda Gates Foundation Trust's US long
portfolio as of Q2 2013:
The portfolio was largely untouched this quarter: the huge 46.90% position in Berkshire Hathaway (BRK.B) was reduced by ~8% while the ~5% Caterpillar (CAT) position was marginally increased.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
The portfolio was largely untouched this quarter: the huge 46.90% position in Berkshire Hathaway (BRK.B) was reduced by ~8% while the ~5% Caterpillar (CAT) position was marginally increased.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
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