Bolstering Resilience Through Building Ownership
During
the quarter, your portfolio manager sold Lowes, a position held since April of
2022. He then reallocated this capital to increase ownership in three
businesses within the Pool: Domino's Pizza, HEICO, and Berkshire Hathaway. We
believe these businesses offer a more attractive combination of quality,
resilience, and long-term growth potential.
Update Video
Newsletter
