Ben Wallace, co-manager of Janus Henderson Absolute Return fund, talks about his investment in Warren Buffet’s company, Berkshire Hathaway – and how the sum of the parts is worth more than the value of the group. He discusses the areas where the fund is long (looking for share prices to rise) and where it is short (looking for share prices to fall). And if he could wave a magic wand, he tells us he’d wish for a little more volatility, slightly higher bond yields and interest rates, and for the UK not to be the worst performing stock market again next year…

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.