Buffett and 3G Capital Might Like These Picks

 While the private-equity firm 3G Capital and Buffett’s Berkshire Hathaway have teamed up on a few headline deals (such as the acquisition of H.J. Heinz and the subsequent merger of Heinz and Kraft), their investment portfolios look a little different, writes Validea CEO John Reese in a recent article for The Globe and Mail. The Berkshire portfolio is weighted heavily in stocks of consumer goods and companies (including a big bet on Apple), while 3G’s holdings include a substantial portion of energy, basic materials and telecommunication stocks. There are some overlaps, however. By looking at both portfolios, Reese identified some […]