Robert Hagstrom on Warren Buffett, Bill Miller and Finding High Quality Companies
Excess Returns
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Global Growth Portfolio
It's kind of a blended portfolio of some classic stage two value investing so let me back up. Tom Russo, who basically is a Buffett kind of disciple he managed money a Sequoia fund ran his own shop was a very earliest one to get into taking the Buffett methodology into the global marketplace. So we were able to blend technology we have Amazon. I've been very fascinated with enterprise software businesses sales force service now which could be the next trillion dollar businesses. We've owned Qualcomm for day one. The ballast of our consumer staples position is able to keep the portfolio kind of driving down the middle and it's working out really well. It's a nice blend. ...I would say
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