Fortune magazine is running a special issue this month on how to “Retire Rich”, and one particularly interesting piece involves 25 stock picks from 25 investors with strong track records,…
Tag: Bruce Berkowitz
Berkowitz, Paulson Upped Stakes in Several Financials in Q1
While Warren Buffett trimmed some of his financial stock holdings in the first quarter, two other top strategists — hedge fund guru John Paulson and Morningstar fund manager of the…
Berkowitz Targets Financials
In an interview with Barron’s, top fund manager Bruce Berkowitz says that he’s high on some of the firms most beaten down by the financial crisis — including Citigroup and…
Berkowitz High on Citi, AIG
Top fund manager Bruce Berkowitz is once again showing his go-against-the-crowd streak, recently snatching up shares of two of the financial crisis’ biggest whipping boys, Citigroup and AIG. In an…
Using Free Cash Flow Yield, Lynch- and Berkowitz-Style
In his latest Forbes.com article, Validea CEO John Reese takes a look at stocks that might interest two of history’s top investors, Peter Lynch and Bruce Berkowitz. Reese notes that…
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…
Berkowitz: We're in "Spring" of Recovery
The Fairholme Fund’s Bruce Berkowitz, who was recently named Morningstar’s domestic fund manager of the year, says that we are still in the early stages of the economic recovery. “I’m…
Berkowitz: There's Value in Healthcare
Top fund manager Bruce Berkowitz says that though stocks are up some 60% off their March lows, there are still values left in the market — particularly in the healthcare…
Berkowitz: "Great Environment" for Stock-Pickers
Top fund manager Bruce Berkowitz, whose Fairholme Fund has earned about 12% per annum over its 10-year history while the S&P 500 has lost about 3% annualized, says that this…
Berkowitz’s Free Cash Flow Yield Screen
Advisor Perspectives turns out another good interview, this time with Fairholme Fund manager Bruce Berkowitz. Berkowitz’s leadership has helped turn the Fairholme Fund into one of the most successful funds…