Bruce Berkowitz Discusses His Financial Investments

Posted on 24 CommentsPosted in Bruce Berkowitz, Investment Philosophy, Superinvestors

Bruce Berkowitz is one investor that I like to study. I like to run an adequately diversified portfolio, taking advantage of what I consider to be numerous high probability situations. I imagine certain probabilities with each investment, and I look at diversification in two ways: one is through the various positions I currently have, and one is through the positions I will hold in the future. The latter refers to my thesis that over time, buying undervalued stocks over and […]

Investing Quotes-Bruce Berkowitz

Posted on 1 CommentPosted in Bruce Berkowitz, Investment Philosophy, Investment Quotes, Superinvestors

“I think our philosophy makes a lot of sense. We’re doing nothing more than what the wealthiest individuals in the world have done. We act like owners. We focus on very few companies. We try and know what you can know. We try and only buy a few companies which we believe have been built to last in all environments. We recognize that you only need a few good ideas in a lifetime to be fabulously wealthy…. We’re always trying to wonder what […]

Bruce Berkowitz Interview at University of Miami

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I came across an interview that the University of Miami did recently with Bruce Berkowitz of Fairholme Funds. Berkowitz is famous for putting together one of the best records of the last decade in the mutual fund industry, returning about 11% per year since 2000 (with billions of dollars of AUM) vs the market’s 0%. Berkowitz is famous for taking big, concentrated positions, and he isn’t always right, but his big positions are the reason for his dramatic outperformance. He […]