American Express Co.

BHI-IM employs the value investing principles of Benjamin Graham. Their investment approach focuses on buying shares of companies as a long-term investment. The firm seeks to invest in businesses that are easy to understand and have high ROE, exceptional management teams and limited debt. Rather than a diversified stock portfolio, BHI-IM invests in a small number of trusted investments that are overweighed in order to leverage the expected returns. The firm owns stock in a diverse group of over 50 public and private companies in wide range of industries including, but not limited to, manufacturing, retail, energy and finance. Investments are typically financed using the float from Berkshire Hathaway, Inc.'s insurance operations. Securities are sold when the firm no longer feels comfortable with the fundamentals of a company.

WMC relies on their extensive independent research and include portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has a number of different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. Their portfolio management teams often include dedicated analysts who evaluate securities and other instruments for suitability based on the team’s investment approach. WMC supplements their internal research with external research from sources such as broker/dealers and third-party research firms. These sources typically provide data, research and analysis and may serve as a gauge of market consensus.

Longview Partners is a specialist asset management company focused entirely on the management of Global Equity portfolios which seeks to consistently generate alpha through investing in a concentrated portfolio of global companies within an absolute return framework. Their bottom-up approach invests in high quality companies with strong business fundamentals and attractive cash-based valuations. The portfolio is concentrated, typically investing in 35 companies whilst maintaining a focus on diversification and the avoidance of overexposure to common business drivers. Longview Partners uses its own in-house models to conduct this analysis. Longview Partners focus on three criteria for security selection: Quality, Business Fundamentals and Valuation. A stock is sold immediately if it reaches its price target, or if a stock ceases to meet the firm’s stock selection criteria of Quality, Fundamentals or Valuation.

Co-Founder at Square, Inc.

Limited Partner at Lead Edge Capital Management LLC

Founder at Revolution Capital