Burham didn't set out to have such a big stake in Apple.
With nearly a quarter of U.S. energy shares' value wiped out by oil's six-month slide, investors are wondering if the sector has taken enough punishment and whether it is time to pile back in ahead of earnings reports later this month.
The youngest winners of the thriving tech economy, many of whom came of age during the last financial crisis, aren't often interested in the ideas that attracted clients in the past.