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Buffett to pass Berkshire baton on to Abel. Abel has a difficult act to follow

Warren Buffett, the founder of Berkshire Hathaway, has been a symbol of Berkshire Hathaway since 1960. He built a conglomerate that is admired by many shareholders and is arguably one of the most respected investors in history. Investors are faced with the fact that Buffett's aura will diminish as he prepares for the handover of the torch to Vice Chair Greg Abel. Abel is the CEO-designate at Berkshire Hathaway and has been since 2004.

This change will likely bring more hands-on management from the top of Berkshire’s businesses. Some investors might demand Berkshire to follow a traditional corporate path such as paying dividends. Abel will be appointed CEO of Berkshire on January 1, and has one of the 'toughest acts to follow' in corporate history. Buffett, 95 years old, has been leading Berkshire, Berkshire, since 1965. He will remain chairman.

Lawrence Cunningham is a law professor at George Washington University and the author of many books about Buffett and Berkshire.

He said Abel had to convince skeptics of Berkshire's ability to thrive without Buffett making the final decision on which stocks and companies to purchase, or giving guidance and wisdom at annual shareholder meetings and letters.

Cunningham said, "I didn't expect him cracking jokes or eating peanut brittle during the annual meeting." "His greatest challenge is to tell you that I am not Warren Buffett and you shouldn't be concerned," said Cunningham.

Berkshire already has made some changes.

Announcing a Management Shake-up

Three weeks until Abel takes control.

Adam Johnson will continue to run the luxury aircraft unit of?NetJets. Abel will be responsible for overseeing Berkshire's 32 consumer product, service, and retailing businesses. Berkshire promoted Nancy Pierce from her previous position as chief operating officer at Geico to become the new CEO.

Todd Combs is replaced

Buffett had previously appointed him as one of his portfolio managers. He now joins JPMorgan Chase where he was a director. Berkshire named a new Chief Financial Officer and its first in-house General Counsel.

Michael Ashley Schulman of Running Point Capital, El Segundo in California, Chief Investment Officer, said that Abel will be bringing "trusted lieutenants" and "fresh talent" to Berkshire, in order to balance continuity and modernization.

BERKSHIRE TRANSFORMED OVER SIX CENTURIES Buffett transformed Omaha-based Berkshire, a textile company that was in trouble, into a conglomerate worth $1.07 trillion. This is the equivalent of a Sherman Tank.

Berkshire Hathaway Energy, the BNSF railroad and Geico auto insurance, as well as retail brands Brooks and Duracell are all part of its 200-plus businesses.

Buffett's reputation was also built on his ability to pick stocks. He made long-term investments, such as in Apple and American Express.

Abel joined Berkshire Hathaway in 2000 and headed Berkshire Hathaway Energy until 2018. He then became a vice chairman of Berkshire overseeing the non-insurance business.

"Greg Abel might be more hands-on that Warren Buffett," said Cathy Seifert an analyst with CFRA Research based in New York, who covers Berkshire. "He might sharpen his pencil when it comes to improving operating costs and finding growth strategies. Berkshire may be misleading us when they say that a more hands-on approach is a better strategy for moving the needle than a tighter strategy. Berkshire declined to comment through Buffett’s assistant. Buffett had addressed Berkshire’s future in a letter to shareholders dated Nov. 10, Buffett said. Buffett and Abel did not respond to requests for interviews.

How BERKSHIRE may evolve

Berkshire stock's performance in recent years has been similar to or behind that of the Standard & Poor 500.

Buffett has always tempered expectations of investors. In November, he told shareholders that Berkshire’s businesses have “moderately superior prospects” but the size of the company "takes a toll".

Abel has to deal with this size. Abel is a big company with a lot of money. But it's not invested in other areas.

Investors are aware that their returns will not be as high as they were in the past.

James Armstrong, president of Henry H. Armstrong & Associates, Pittsburgh, who has been investing in Berkshire since 40 years, said: "We won't expect the 23% Buffett earned over decades." You can't achieve that with $1 trillion in assets. "But if Greg Abel makes 8% to 10% per year, I will be happy."

Abel may have limited options even with Berkshire cash. Berkshire is complaining about the overabundance of private equity funds that are driving up takeover values.

Armstrong said that there was a chorus of people pounding the table and saying, "Invest that cash." "I do not want Berkshire investing that cash until they see a great opportunity at a fair price." Abel has been under pressure from many investors to start paying dividends. Dividends historically contributed 31% of S&P 500 returns. Berkshire is the only company that hasn't paid dividends since 1967. A 2% annual dividend would only cost Berkshire $21 billion.

Seifert stated, "I anticipate more shareholders will demand a dividend payment, a better articulated buyback of shares, and a formalized capital allocation strategy."

Berkshire may be asked to improve its disclosures, which many analysts find impenetrable and incomplete. Berkshire only devotes a few paragraphs or sentences in its financial report to some of its large subsidiaries. There is no mention made about the overall profitability.

Many shareholders do not want Berkshire's unique qualities to be lost.

Steve Check, the president of Check Capital Management, a California-based firm that invests 30% in Berkshire stocks and options, said: "We do not want to change Berkshire’s culture."

The Voting Power Remains

Some questions remain over Berkshire's bench.

Ajit Jain (74), who has led Berkshire Insurance operations for 40 years and sat by Buffett?s side, is not sure how long he will continue. Ted Weschler's fate is also uncertain. Like Combs he has also helped Buffett to invest in stocks. Buffett said Abel was capable of handling Berkshire's equity.

Buffett controls 29,8% of Berkshire’s voting power and will continue to have a large influence for several years. This could hinder activist shareholders who want to play a bigger role.

Check stated that "as long as Warren Buffett continues to work at Berkshire and is chairman, his fingerprints will be on the company."

Abel is still young enough to be in charge for a long time and see Berkshire change, even if it can be hard to reinvent.

Cunningham stated that "Greg would have a small runway." (Reporting and editing by Megan Davies, Nick Zieminski and Jonathan Stempel from New York)

(source: Reuters)