What Works in Year Two of a Bull?

James O’Shaughnessy’s What Works on Wall Street details one of the most extensive studies of stock returns and stock-picking strategies ever performed. Now, as we approach the second year of…

Berkowitz on Ignoring the Crowd

Bruce Berkowitz, whose Fairholme fund has produced exceptional long-term returns, says the reason it has fared so well is a willingness to go against the crowd. Berkowitz also tells Bloomberg…