In a Passive World, These Stockpickers Are Thriving

While not unheard of—the idea has, after all, fueled (Rizk shows off a basketball signed by the Oracle of Omaha in his office)—it’s unusual in a world where many managers execute hundreds of trades a day. In the past five years, Rizk has changed just a handful of companies in his portfolio. “The best years are where we do nothing, because it means that the businesses we own are performing,” he says.