Unconventional Capital Wisdom
Value, long-term horizon, worldly wisdom, growth at reasonable price

Wesco Aircraft Holdings Distributes Attractive Risk/Reward

Earlier in the month we were excited to listen to the 3 Ts from Buffett's Berkshire Hathaway talk about anything, seeing how they have not been in the spotlight too much since they have joined the company. What really struck us was the conversation over what other "partner" each of Berkshire's co-CIOs would hire. In particular, Todd Combs' response was what piqued our interest. His choices were Lou Simpson, Meryl Witmer or Tom Bancroft, who are all quite similar in their investment philosophy. We like to get ideas from managers that tend to favor companies with solid management teams but more importantly focus their portfolios on their best ideas. Historically, the above managers fit the mold and have used unconventional...

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