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Bruce Berkowitz
By admin - Posted on August 15th, 2008
Tagged: Bruce Berkowitz must be disappointed that the current Olympic Games program doesn't include professional money management in the competition. If it did, the veteran stock picker's neck would be weighted down with gold right now.
Berkowitz is CEO of Fairholme Capital Management in Miami, which oversees about $9 billion, most of it in the value-oriented no-load Fairholme Fund (FAIRX), of which Berkowitz himself is lead manager.
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Bruce Berkowitz must be disappointed that the current Olympic Games program doesn't include professional money management in the competition. If it did, the veteran stock picker's neck would be weighted down with gold right now.
Berkowitz is CEO of Fairholme Capital Management in Miami, which oversees about $9 billion, most of it in the value-oriented no-load Fairholme Fund (FAIRX), of which Berkowitz himself is lead manager.
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By admin - Posted on July 18th, 2008
Tagged: Recent SEDAR filings show that Fairholme (lead by Bruce Berkowitz) has bought Clarke Inc.
Recent SEDAR filings show that Fairholme (lead by Bruce Berkowitz) has bought Clarke Inc.
By admin - Posted on July 6th, 2008
Tagged: Since the inception of the Fairholme Fund (FAIRX), right at the end of 1999, the fund has returned a cumulative 240%, through June 30, 2008. On an annualized basis, those are returns of 15.5% per year. The principal manager of the Fairholme Fund is Bruce Berkowitz.
Berkowitz likes to talk about how Fairholme tries to turn every business into the “corner grocery store.” I find it a simple, and useful, mental exercise to go through when analyzing the free cash flow of my companies.
Since the inception of the Fairholme Fund (FAIRX), right at the end of 1999, the fund has returned a cumulative 240%, through June 30, 2008. On an annualized basis, those are returns of 15.5% per year. The principal manager of the Fairholme Fund is Bruce Berkowitz.
Berkowitz likes to talk about how Fairholme tries to turn every business into the “corner grocery store.” I find it a simple, and useful, mental exercise to go through when analyzing the free cash flow of my companies.
By admin - Posted on June 9th, 2008
Tagged: Bruce Berkowitz of Fairholme Fund recently appeared on Consuelo Mack's WealthTrack where he recommended buying WellCare Health Plans, Inc. (WCG).
Bruce Berkowitz of Fairholme Fund recently appeared on Consuelo Mack's WealthTrack where he recommended buying WellCare Health Plans, Inc. (WCG).
By admin - Posted on June 8th, 2008
Tagged: Bruce Berkowitz of Fairlholme Fund is a well known value investor with concentrated portfolios. He labeled his fund as "Focused and Value Based." The following are BenGrahamMan's notes on his recent meeting at AAII NYC.
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Bruce Berkowitz of Fairlholme Fund is a well known value investor with concentrated portfolios. He labeled his fund as "Focused and Value Based." The following are BenGrahamMan's notes on his recent meeting at AAII NYC.
Read more ...
By admin - Posted on March 17th, 2008
Tagged: Bruce Berkowitz, who oversees $6.7 billion in assets as president of Fairholme Funds, talks with Bloomberg's Matt Miller from Miami about his investment strategy, U.S. stock market volatility and holdings in WellCare Health Plans Inc. and Sears Holdings Corp. Bloomberg's Erik Schatzker also speaks.
Bruce Berkowitz, who oversees $6.7 billion in assets as president of Fairholme Funds, talks with Bloomberg's Matt Miller from Miami about his investment strategy, U.S. stock market volatility and holdings in WellCare Health Plans Inc. and Sears Holdings Corp. Bloomberg's Erik Schatzker also speaks.
By admin - Posted on March 3rd, 2008
Tagged: As manager of the $6.8 billion Fairholme fund, which he launched in 1997, Bruce Berkowitz is on the hunt for undervalued companies with strong managers and plenty of free cash. Rather than building a traditional, diversified portfolio, Miami-based Fairholme—named after a street Berkowitz once lived on—concentrates its resources on a limited number of positions, a strategy that has led to impressive returns. Fairholme boasts annualized returns of more than 20 percent over the past five years and has returned nearly 2 percent so far in 2008—despite the nasty market.
As manager of the $6.8 billion Fairholme fund, which he launched in 1997, Bruce Berkowitz is on the hunt for undervalued companies with strong managers and plenty of free cash. Rather than building a traditional, diversified portfolio, Miami-based Fairholme—named after a street Berkowitz once lived on—concentrates its resources on a limited number of positions, a strategy that has led to impressive returns. Fairholme boasts annualized returns of more than 20 percent over the past five years and has returned nearly 2 percent so far in 2008—despite the nasty market.
By admin - Posted on February 4th, 2008
Tagged: Fairholme Fund’s 2007 calendar-year performance of 12.35% outperformed the S&P 500 Index performance of 5.49% (with dividends reinvested).
Fairholme Fund’s 2007 calendar-year performance of 12.35% outperformed the S&P 500 Index performance of 5.49% (with dividends reinvested).
By admin - Posted on January 27th, 2008
Tagged: Fairholme Capital Management is a well-known investment advisor founded by value investing guru Bruce Berkowitz. Fairhome typically invests in a few companies at a time, looking for undervalued firms with solid management.
Fairholme's website says that the fund avoids "faddish companies, industries, or trends," while looking for firms with "conservative accounting procedures" and "sustainable competitive advantages," attributes that will be familiar to followers of Buffett as well.
Fairholme Capital Management is a well-known investment advisor founded by value investing guru Bruce Berkowitz. Fairhome typically invests in a few companies at a time, looking for undervalued firms with solid management.
Fairholme's website says that the fund avoids "faddish companies, industries, or trends," while looking for firms with "conservative accounting procedures" and "sustainable competitive advantages," attributes that will be familiar to followers of Buffett as well.
By admin - Posted on January 18th, 2008
Tagged: Listen in as Mr. Berkowitz talks about his outlook for the economy, stock selection criteria, portfolio construction formula, favorite stocks and more.
Bruce Berkowitz is president of Fairholme Capital Management LLC and manager of the $4.6 billion Fairholme Fund. He has recently been named a contender to win the Morningstar Mutual Fund Manager of the Year award in the Domestic-Stock Manager category.
Listen in as Mr. Berkowitz talks about his outlook for the economy, stock selection criteria, portfolio construction formula, favorite stocks and more.
Bruce Berkowitz is president of Fairholme Capital Management LLC and manager of the $4.6 billion Fairholme Fund. He has recently been named a contender to win the Morningstar Mutual Fund Manager of the Year award in the Domestic-Stock Manager category.
