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Berkowitz, Bruce Almighty
Investment Strategy | 4 Comments | Fri 09 Nov 2012
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Most fund managers don't have the luxury of permanent capital and are therefore in the game of portraying a very positive image of themselves and their investment abilities, particularly in times of poor performance. This article focuses in on Bruce Berkowitz of Fairholme Capital, who was interviewed on Wealthtrack in October 2012. While he might perform very well, it appears to us that Bruce Almighty has downplayed risks to his concentrated and currently financially-heavy investment portfolio.



Comments

1.
On 12/11/2012 15:54:01, Colm Whooley wrote:
Great piece and great to see someone in the industry being prepared to ask the hard questions.
Anyone holding themselves out to be fountain of all knowledge when it comes to investing and to have the "right appraoch" deserves to be critiqued in such a manner.

2.
On 12/11/2012 18:23:54, Anonymous wrote:
If I remember correctly, he brought in some outside experts to help evaluate the Wells reserves and loans. He hasn't this time, I believe he has started to believe his own clippings. Good article.

3.
On 14/11/2012 00:12:05, David Coyne wrote:
Just to mention that we posted this article on investment board "Corner of Berkshire and Fairfax" as well as on the ValueX Klosters LinkedIn group. The posts have generated a number of article-related comments and a debate that we think you should find very interesting.

http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/berkowitz-bruce-almighty/

http://www.linkedin.com/groups/latest-article-from-Value-Investment-3776813.S.184506570?qid=381382c1-071b-436e-8c86-f1e655687f5b&trk=group_most_popular-0-b-ttl&goback=%2Egmp_3776813

More generally, if you haven't already checked it out, I recommend you look into the "Corner" investment board. It has lots of really interesting, top quality comments, questions, answers and debates on a huge range of different value investing topics.

4.
On 25/11/2012 20:20:25, Paul wrote:
This is an interesting 'short' from Zeke Ashton of Centaur on position sizing and portfolio construction:

http://www.valuewalk.com/2012/11/zeke-ashton-on-portfolio-management-and-sizing-video/


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