Fairholme Fund Revisited
We continue to follow Fairholme Fund after posting a detailed attribution analysis of the fund on our blog early in the year. Bruce Berkowitz’ fund handily outperformed S&P 500 this year delivering almost twice the index performance: 28.5% vs. 15.5% for the index through August 24, 2009 (source: Morningstar). Last week, Mr. Berkowitz gave an […]
We continue to follow Fairholme Fund after posting a detailed attribution analysis of the fund on our blog early in the year. Bruce Berkowitz’ fund handily outperformed S&P 500 this year delivering almost twice the index performance: 28.5% vs. 15.5% for the index through August 24, 2009 (source: Morningstar). Last week, Mr. Berkowitz gave an interview to Steve Forbes with the transcript available here:
http://www.forbes.com/2009/08/21/berkowitz-fairholme-pfizer-intelligent-investing-buffett.html
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