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Interview: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham

Excess Returns

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The Quality of Investors in High Density Funds

We did a heavy-duty empirical study where first we crunched the 20 Fs basically for the last five years, all funds with assets under management of greater than a billion. We then tried to figure out, well, in which companies have they invested significantly, and then we turn around, are those companies attracting other quality shareholders in high density? So that was, I'd say, was somewhat informal canvas of the available commentary on the population.

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