Value Manager Discusses Precious Metals and the “Canadian Berkshire Hathaway” [video]

Darren Pollock in this video interview discusses why Cheviot is bullish longer-term on precious metals and the merits of a Canadian insurance conglomerate in the mold of Berkshire Hathaway.


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The securities discussed in the posted link are current holdings of Cheviot’s clients. The viewer should not assume that investments in the securities identified and discussed were or will be profitable and it should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list. All information is provided for informational purposes only and should not be deemed as a recommendation to buy the securities mentioned. Cheviot closely monitors its positions and may make changes to the portfolio’s investment strategy when warranted by changing market conditions. If a security’s underlying fundamentals or valuation measures change, Cheviot will reevaluate its position and may sell part or all of its position. There can be no assurance that Cheviot’s clients will continue to hold the same position in companies described herein, and their portfolio positions may change at any time. If you would like a complete list of securities purchased or sold during the past twelve months as a block group in client accounts, please contact Cheviot via our contact page or by phone. Thank you.

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