In Their Prime

02/27/2025

Unison Asset Management’s Daniel Bakalarz and Alex Furmanski explain why they believe even the most highly regarded companies can be great value investments, why Berkshire Hathaway is a top-three portfolio position, why their holding in cash has been rising, and why they see unrecognized value in Deere, Alphabet, Elevance Health and Nu Holdings.

If you are a subscriber, log in to access the issue and bonus archive: