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Ken Heebner - CGM Focus Fund
Warren Buffett - Berkshire Hathaway
T. Boone Pickens - BP Capital
George Soros - Soros Fund Management LLC
Brian Rogers - T Rowe Price Equity Income Fund
Bill Nygren - Oak Mark Fund
Bill Gates' Personal Portfolio - Cascade Investment, LLC
Kenneth Fisher - Fisher Asset Management, LLC
David Swensen - Yale University
Ken Heebner - CGM Focus Fund
Ken Heebner has been the portfolio manager
of the CGM Focus Fund since its inception in
1997.
In 1990, Mr. Heebner founded CGM with Mr.
Robert L.
Kemp. Prior to establishing CGM, Mr. Heebner
managed mutual fund portfolios at Loomis,
Sayles & Company, Incorporated. In addition
to the Fund, he currently manages other
mutual funds and accounts for which CGM
serves as adviser. CGM relies to a
considerable extent on the expertise of Mr.
Heebner, who may be difficult to replace in
the event he ceases to work for CGM.
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Warren Buffett - Berkshire Hathaway
America's most beloved investor is now the world's richest man.
Shares of Berkshire Hathaway climbed 25% since the middle of last
July.
Son of Nebraska politician, Warren Buffett delivered newspapers as a
boy. He filed first tax return at age 13, claiming $35 deduction for
bicycle.
Buffett studied under value investing guru, Benjamin Graham, at
Columbia.
The Oracle of Omaha
issued a challenge to members of The Forbes 400 in October; said he
would donate $1 million to charity if the collective group of
richest Americans would admit they pay less taxes, as a percentage
of income, than their secretaries.
Buffett has long promised to give away his fortune posthumously.
Irrevocably earmarked the majority of his Berkshire shares to
charity in 2006, mostly to
the Bill & Melinda Gates Foundation. Gift was valued at $31
billion on day of announcement; donation will far exceed that sum so
long as Berkshire shares continue to rise.
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T. Boone Pickens - BP Capital
Thomas Boone Pickens, Jr., best known as T. Boone Pickens, is an
American financier who chairs the hedge fund BP Capital Management.
He was a well-known takeover operator and corporate raider during
the 1980s. His takeovers put many independent oil producers out of
business.
With an estimated current net worth of about $3 billion, he is
ranked by Forbes as the 117th-richest person in America and ranked
369th in the world.
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George Soros - Soros Fund Management LLC
George Soros is Chairman of Soros Fund
Management, LLC and founder of The Open
Society Institute. He was born in Budapest
in 1930. He survived the Nazi occupation and
then fled communist Hungary for England,
where he graduated from the London School of
Economics. He then settled in the United
States, where he accumulated a large fortune
through the investment advisory firm he
founded and managed.
Mr. Soros is the author of ten books,
including most recently The Crash of 2008
and What it Means.
George Soros is an American currency
speculator, stock investor, businessman,
philanthropist, and political activist.
Forbes lists Soros as the 29th-richest
person in the world, with a net worth
estimated at $11.0 billion. Soros has given
$6 billion to various causes since 1979.
Soros is chairman of Soros Fund Management
and the Open Society Institute and is also a
former member of the Board of Directors of
the Council on Foreign Relations. He is also
one of three initial funders of Center for
American Progress, and is represented on the
board.
In the United States, he is known for having
donated large sums of money in a failed
effort to defeat President George W. Bush's
bid for re-election in 2004.
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Brian Rogers - T Rowe Price Equity Income Fund
While the financial markets and the global economy remain troubled,
T. Rowe Price Chairman and Chief Investment Officer, Brian Rogers,
believes the overwhelming crisis of fear gripping the markets is
overshadowing a brighter long-term outlook. In fact, in contrast to
the irrational exuberance that propelled the late 1990s bull market,
Mr. Rogers thinks we may have entered a period of “irrational
pessimism” that could present opportunities for long-term investors.
“I am not sure the long-term prospects of the global economy are as
negative as seem to be reflected in the crisis,” says Mr. Rogers.
In an interview on October 7, 2008, with Steve Forbes, president and
editor-in-chief of Forbes magazine, Mr. Rogers stressed the
investment opportunities in the current situation.
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Bill Nygren - Oak Mark Fund
Bill is a Portfolio Manager of the Oakmark fund, the Oakmark Select
fund, and the Oakmark Global Select fund.
He joined Harris Associates as an Investment Analyst in 1983 and
later served as the firm's Director of Research from 1990 through
March 1998.
Previously, Bill was an analyst with Northwestern Mutual Life
Insurance Company. Bill was named Morningstar's Domestic-Stock
Manager of the Year for 2001. He has an M.S. in Finance from the
University of Wisconsin-Madison Applied Security Analysis Program
(1981) and a B.S. in Accounting from the University of Minnesota
(1980).
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Bill Gates' Personal Portfolio - Cascade Investment, LLC
William Henry "Bill" Gates III is an American business magnate,
philanthropist, author, and chairman of Microsoft, the software
company he founded with Paul Allen.
He is ranked
consistently one of the world's wealthiest people and the second
wealthiest overall as of 2009.
During his career at
Microsoft, Gates held the positions of CEO and chief software
architect, and remains the largest individual shareholder with more
than 8 percent of the common stock. He has also authored or
co-authored several books.
Gates is one of the best-known entrepreneurs of the personal
computer revolution. Although he is admired by many, a number of
industry insiders criticize his business tactics, which they
consider anti-competitive, an opinion which has in some cases been
upheld by the courts (see Criticism of Microsoft). In the later
stages of his career, Gates has pursued a number of philanthropic
endeavors, donating large amounts of money to various charitable...
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more...
Kenneth Fisher - Fisher Asset Management, LLC
Ken is best known for his prestigious Forbes
Magazine, "Portfolio Strategy" column, where
his 25 year tenure of high profile calls
makes him the fourth-longest running
columnist in Forbes' 90-year history.
He is the founder, Chairman and CEO of
Fisher Investments, a multi-strategy money
management firm serving large corporate and
public pension plans as well as endowments,
foundations and high-net-worth
investors--across America, Britain and
Canada.
Ken has written six books, including two New
York Times bestsellers, 2006’s The Only
Three Questions That Count and 2008's The
Ten Roads to Riches. In 1984...
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David Swensen - Yale University
David Swensen has been
the Chief Investment Officer at Yale University since 1985.
He is responsible for
managing and investing the University's endowment assets and
investment funds, which total over $22 billion.
Realizing an annual
return of more than 17.2% on his investments over the last ten
years, Swensen has added more than $16 billion to Yale's coffers.
Mr. Swensen also outperformed 99% of U.S.-based mutual funds.
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