Home>Topics>Insiders>Bruce R. Berkowitz

Bruce R. Berkowitz

  1. All
  2. Commentary
  3. Video Reports
  4. Headlines
  1. Ultimate Stock-Pickers: Top 10 Buys and Sells


    Tue, 2 Jun 2015

    FPA Crescent FPACX , Oakmark, and Sound Shore Investor SSHFX —were actually adding to their stakes during the period. Bruce Berkowitz , the manager of Fairholme, made a big bet on AIG long before other managers were willing to take the plunge. He started

  2. What Top Fund Managers Are Saying About Energy


    Wed, 15 Apr 2015

    idiosyncratic positioning is nothing new for this fund, however. Senior analyst Kevin McDevitt notes that lead manager Bruce Berkowitz sticks with his circle of competence, as evidenced by the fact that he holds the lion's share of assets in the financial

  3. Ultimate Stock-Pickers' Top 10 Buys and Sells


    Tue, 3 Mar 2015

    was sold by Fairholme Capital Management, the largest holder of the name among our top managers, we expect that manager Bruce Berkowitz was selling to keep the positon below 50% of his overall holdings (AIG accounted for 40% of Fairholme's stock holdings

  4. Value Funds and etfs?


    Sat, 14 Feb 2015

    May be it would values chance in sun soon. Some famous value investors like Martin Whitman have retired, other like Bruce Berkowitz (FAIRX), Mukhenlamp and Mason Hawkins of Longleaf seem to have lost their mojo. Bill Nygren, Bill Miller and Dodge

  5. What to Expect From an Actively Managed Fund


    Tue, 2 Dec 2014

    Fund, but we worry about the latest wave of investors coming in." Gogerty was concerned that new shareholders thought Bruce Berkowitz would whip the S&P 500 every year. Not that we expected the fund to lose 32% in 2011, but it was certain that the fund

  6. Investors Find Fear Everywhere


    Sun, 2 Nov 2014

    mentioned "scary" holding was Fairholme FAIRX, the highly volatile, highly concentrated large-value fund run by manager Bruce Berkowitz . After finishing each of the last two years as a top performer in its category, this year it's one of the worst. Among

  7. Top 10 Buys and Sells by the Ultimate Stock-Pickers


    Wed, 3 Sep 2014

    AIG and Apple work their way up the list over time. AIG, in particular, had been a pariah for many fund managers until Bruce Berkowitz from Fairholme FAIRX started buying up the stock in the first half of 2010, with several of our other top managers following his lead in

  8. The Error-Proof Portfolio: 4 Bad Reasons to Sell a Fund


    Thu, 14 Aug 2014

    example. The concentrated fund's streak of winning performance following its inception at the end of 1999 earned manager Bruce Berkowitz Morningstar's Domestic Equity Fund Manager of the Decade honors for 2000-09. It also prompted a rush of asset inflows

  9. Top 10 Purchases and Sales from Our Ultimate Stock-Pickers


    Tue, 3 Jun 2014

    were selling, the managers at Vanguard PRIMECAP made the biggest move, completely eliminating their stake in the firm. Bruce Berkowitz at Fairholme FAIRX "> FAIRX also made a meaningful reduction in his Berkshire holdings, reducing his stake to less than

  10. Picks and Strategies to Navigate Today's Market

    Video Reports

    Mon, 7 Apr 2014

    There is such a wide variety of funds and a wide variety of roles and responsibilities. Let's take Fairholme Fund, the Bruce Berkowitz show. This is an old-fashioned fund in the sense that you've got a sole portfolio manager out there really just driving

« Prev12345Next »
Content Partners