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Abel Shifts Berkshire to Japanese Bargains
23 Apr
Summary
- Greg Abel is directing Berkshire Hathaway's investments.
- Abel has invested over $43 billion in Japanese stocks.
- Japanese stocks offer better value and capital returns.
Greg Abel, who took over leadership of Berkshire Hathaway on January 1, 2026, has initiated a significant shift in the company's investment strategy. Abel has directed substantial capital towards the Japanese stock market, reflecting a search for value amidst a historically expensive U.S. market.
In March, Abel increased Berkshire's holdings in Japanese trading houses Itochu, Marubeni, and Sumitomo. He also established a new $1.8 billion position in the insurer Tokio Marine. These moves underscore Abel's focus on companies with favorable valuations and strong capital-return programs, a philosophy shared with his predecessor, Warren Buffett.
Collectively, Berkshire Hathaway's investments in Japanese stocks reached over $43 billion by April 17, 2026. This international focus is expected to continue as long as U.S. stock valuations remain elevated, indicating a potential long-term strategy of seeking bargains beyond domestic borders.
