GreensKeeper Asset Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has reached the midpoint of 2025, recording a decline of -3.6% net of fees and expenses. The US dollar has experienced a substantial depreciation, negatively impacting performance by over 5.0% year-to-date (YTD). The fund’s robust beginning in Q1 was reversed in Q2 as markets shrugged off President Trump’s “Liberation Day” tariffs and adopted a full “risk on” stance. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second-quarter 2025 investor letter, GreensKeeper Asset Management highlighted stocks such as Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) engages in the insurance, freight rail transportation, and utility businesses. The one-month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 1.52%, and its shares gained 7.59% of their value over the last 52 weeks. On August 22, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $489.00 per share, with a market capitalization of $1.055 trillion.
Burke Wealth Management stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its second quarter 2025 investor letter:
“Our second-largest laggard in the quarter was Berkshire Hathaway Inc. (NYSE:BRK-B) -8.8%. The most significant update at Berkshire was Warren Buffett’s surprise announcement that at the end of the year, he will retire as CEO, a position he has held for 60 years. It came as no surprise that Buffett will pass the torch to Canadian Greg Abel, who has been Vice Chairman of non-insurance operations for nearly a decade.
A team of insurance professionals in a boardroom overlooking a city skyline.
Berkshire Hathaway Inc. (NYSE:BRK-B) is in 15th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 133 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the second quarter which was 125 in the previous quarter. While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.