London Company Income Equity Strategy Added by Berkshire Hathaway (BRK-B) With Resumption of Buy
A London companyinvestment management company, released the first quarter 2026 investor letter “London Company Income Equity Strategy”. A copy of the book is available for download here. In early 2026, US equities fell, with the Russell 3000 down 4% and the S&P posting losses. The year started well for the broader stock market, but sentiment took a sharp turn in March due to the Iran tensions. Market leadership has shifted to a smaller, commodity-oriented sector that benefits from energy, agriculture, and heavy goods. Large-cap growth lost double digits amid weakness in Big Tech and AI-related concerns in software. The disintegration of the sector was extreme; Energy is up over 35%, while Tech is down over 9%. The London Company Income Equity portfolio returned 4.4% (4.2% net) this quarter, besting the 2.1% rise in the Russell 1000 Value Index, which is based on stock selection and sector exposure. In this case, the portfolio is positioned to participate in the market, providing diversity and quality. In addition, please check the top five Strategy items to know your best choice in 2026.
In its investor letter for the first quarter of 2026, London Company Income Equity Strategy highlighted Berkshire Hathaway Inc. (NYSE:BRK-B). Berkshire Hathaway Inc. (NYSE:BRK-B) is an international corporation involved in the insurance, rail freight, and utility businesses. On June 9, 2026, Berkshire Hathaway Inc. (NYSE:BRK-B) closed at $487.77 per share. One month return of Berkshire Hathaway Inc. (NYSE:BRK-B) was 0.46%, and its shares lost 0.08% in the last 52 weeks. Berkshire Hathaway Inc. (NYSE:BRK-B) has a market capitalization of $1.05 trillion.
The London Company Income Equity Strategy says the following about Berkshire Hathaway Inc. (NYSE:BRK-B) in its Q1 2026 investor letter:
“Uploaded: Berkshire Hathaway Inc. (NYSE:BRK-B) – Added to BRK.B on relative weakness and news about the resumption of its buyback program, indicating that the stock is trading below its intrinsic value. BRK.B offers a defensive position for over $370B, providing discretion in an environment of great uncertainty. It maintains several quality features in its cash allocation strategy and differentiated benefits across its insurance, lines, utilities, and other operating businesses.”
Berkshire Hathaway Inc. (NYSE:BRK-B) is ranked #19 on our list of the 40 Most Popular Stocks Among Hedge Funds Entering 2026. According to our database, 126 hedge fund portfolios are held by Berkshire Hathaway Inc. (NYSE:BRK-B) at the end of the first quarter, compared to the first quarter of 133 last quarter. While we acknowledge the power of Berkshire Hathaway Inc. (NYSE:BRK-B) as an investment, we believe that certain AI stocks offer greater potential and carry less downside risk. If you’re looking for an extremely overlooked AI stock that will benefit greatly from the Trump-era costs and sea trend, check out our free report best short term AI stock.
