Is it a Good Time to Invest in Berkshire Hathaway (BRK-B) Shares?

Fund Performance - Peterson Investment Fund I experienced a decline of 10.1% in Q2 2025, while the S&P 500 gained 10.9% including dividends [1] - Year-to-date, the fund has returned 13.6% net to investors, outperforming the S&P 500's 6.2% return [1] - Since inception nearly 13.75 years ago, the fund has turned a $1 million initial investment into $4.2 million net of fees, representing an annualized return of 10.9% [1] Investment Strategy - The fund's long-term performance is attributed to a disciplined, value-based, and research-driven strategy [1] - Management emphasizes alignment with investor interests as a key component of their approach [1] Company Highlight: Berkshire Hathaway Inc. - Berkshire Hathaway Inc. (NYSE:BRK-B) shares rose by 1.07% over the past month and gained 9.44% over the last 12 months [3] - As of September 22, 2025, Berkshire Hathaway Inc. shares closed at $493.71, with a market capitalization of $1.074 trillion [3] - Warren Buffett announced the natural succession of leadership at the 2025 Annual Meeting, with Vice Chairman Greg Abel taking over day-to-day responsibilities effective January 1, 2026 [4]