Inside Penny Pritzker's portfolio: How a billionaire invests

  • Pin It

For bonds throughout the world, she invests $50 million-plus with another Morningstar manager of the year, Michael Hasenstab of the Templeton Global Bond fund. Morningstar notes that the fund has the best record for a world fund over the past 10 years.

mmharris@tribune.com

gmarksjarvis@tribune.com

Twitter @chiconfidential

Twitter @gailmarksjarvis

Investment highlights

Some of Penny Pritzker's assets, by size, contained in the financial disclosure form the White House released last week:

$1 MILLION TO $5 MILLION

Berkshire Hathaway common stock, investment company founded by Warren Buffett

•Alden Global Distressed Opportunities Fund, hedge fund that invests in troubled financial companies

$5 MILLION TO $25 MILLION

•Illinois RBG, owns an interest in the Grand Victoria Casino in Elgin

•Lizard International Fund, Chicago-based investment fund run by Leah Zell

•ASH I and II, owns an interest in student housing in Austin, Texas

$25 MILLION TO $50 MILLION

•BDT Capital Partners Fund I, Chicago-based investment firm run by former Goldman Sachs investment banker Byron Trott

•Candlelight Holdco, owns Halo Branded Solutions, a Sterling, Ill.-based seller of promotional goods

•Marmon Holdings, industrial conglomerate founded by the Pritzker family, now controlled by Berkshire Hathaway

•Newport Asia Partners Fund, invests in Asian stocks

ABOVE $50 MILLION

•DoubleLine Total Return Bond Fund, diversified bond fund

•GMO Quality Fund, blue-chip stock fund

•Templeton Global Bond fund

  • Pin It

Local & National Video