A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.
Performance, especially, can lead investors to sell funds that they should have hung on to.
Will Bruce Berkowitz repeat, or will we have a new winner?
A group of top managers remains cautious and commits more capital to traditional defensive sectors, while taking advantage of a rising (and potentially overvalued) market to book some gains.
Roundtable report: Morningstar strategists offer up their best ideas for a fully valued, low-yield market with few attractive choices.
Bonds and Fairholme Fund top the list of investments that have tried investors' patience.
Fairholme's Bruce Berkowitz says difficulties of recent years are clouding the progress many companies are now making.
Manager Bruce Berkowitz's new positions in the two government-sponsored enterprises' common shares signal a greater level of conviction in the future of Fannie and Freddie.