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held by fund:
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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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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Ken Heebner, Manager
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