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Berkshire’s Equity Portfolio Is Critical to Company; Who Will Run it After Buffett? - Barron's

1. Greg Abel to become CEO of Berkshire Hathaway in 2026. 2. Investment managers Weschler and Combs manage 10% of Berkshire's portfolio. 3. Berkshire has $335 billion in cash, but limited stock purchases recently. 4. Questions arise over the future roles of Weschler and Combs under Abel. 5. Management of equity portfolio could be critical for Berkshire's performance.

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FAQ

Why Neutral?

The impending CEO transition brings uncertainty but not immediate drastic changes to strategy.

How important is it?

The article highlights key management transitions affecting Berkshire's investment strategy, important for investors.

Why Long Term?

Changes in portfolio management will unfold over time, impacting long-term growth potential.

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