Archive for September, 2014

BRUCE BERKOWITZ: POWERFUL FINANCIALS?

September 26, 2014

IGNORE THE CROWD

September 26, 2014
  • Look at Out of Favor Funds
  • Fairholme Fund a Prime Example
  • First Morningstar Stock Fund Manager of the Decade Winner
  • Morningstar Silver Medalist in Large Value Category
  • Now Rated Only 2 Stars Out of Possible 5 by Morningstar

Watch the related WEALTHTRACK episode.

BRUCE BERKOWITZ: MUSEUM INVESTMENT

September 26, 2014

The Fairholme Fund’s Great Investor Bruce Berkowitz is known for his investment acumen, but he is also making waves in other areas with his charitable arm, the Fairholme Foundation.  We asked him about its latest project, building an art museum on his home turf of Miami.

Watch the related WEALTHTRACK episode.

BERKOWITZ: POWERFUL FINANCIALS?

September 26, 2014

This week we have a rare interview with Bruce Berkowitz of The Fairholme Fund. Launched at the height of the tech bubble in late 1999, The Fairholme Fund has been the top performer in Morningstar’s Large Value category since inception, delivering 13% annualized returns and beating its nearest competitor by a margin of 2.4% points a year. Berkowitz believes in “ignoring the crowd”. He’ll explain why nearly 80% of his portfolio is in four financial stocks shunned by most investors. Continue Reading »

BE VERY CAREFUL WHEN CONSIDERING ALTERNATIVE INVESTMENTS

September 19, 2014
  • Many new and inexperienced players
  • Many strategies are untested in different market cycles
  • High fees compared to traditional mutual funds
  • Experience counts
  • Go with managements with proven track records over many years and market cycles

Watch the related WEALTHTRACK episode.

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