What Makes Berkshire Hathaway (BRK-B) an Attractive Investment Choice?

Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US market was one of the world’s worst-performing markets in Q1. Against this backdrop, the fund’s Investor Class ARTNX, Advisor Class APDNX, and Institutional Class APHNX returned 5.79%, 5.85%, and 5.82%, respectively, in the first quarter, compared to a -4.27% return for the S&P 500 Index. In addition, you can check the top 5 holdings of the strategy to know its best picks in 2025.

In its first-quarter 2025 investor letter, Artisan Select Equity Fund 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 -4.87%, and its shares gained 18.13% of their value over the last 52 weeks. On June 5, 2025, Berkshire Hathaway Inc. (NYSE:BRK-B) stock closed at $488.74 per share, with a market capitalization of $1.05 trillion.

Artisan Select Equity Fund stated the following regarding Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2025 investor letter:

“Berkshire Hathaway Inc.’s (NYSE:BRK-B) shares rose 17% during the quarter. The most interesting thing about this company is its ability to deploy cash across a variety of different investment opportunities—public markets, private markets, internal capital expenditures and insurance markets. Last year, the primary driver of profit growth was its insurance operations and related investments, which benefited from a rebound in its auto insurance business (GEICO), a hard market in property and casualty (P&C) reinsurance, and significantly higher investment income due to higher interest rates. The company is exceptionally well capitalized, with over $300 billion in cash and short-term investments at the end of last year. While the shares are no longer a bargain, we continue to like the diversified nature of the company’s cash flow-producing portfolio and have confidence in Buffett’s ability to allocate his massive war chest.”

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, 125 hedge fund portfolios held Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the first quarter which was 131 in the previous quarter. While we acknowledge the potential of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.

In another article, we covered Berkshire Hathaway Inc. (NYSE:BRK-B) and shared the list of stocks Jim Cramer recently discussed. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.