Notes From AAII NYC Discussion With Bruce Berkowitz Of Fairlholme Fund [June 5, 2008]Guest Post
Notes From AAII NYC Discussion With Bruce Berkowitz Of Fairlholme Fund by Redfield, Blonsky & Co.
June 5, 2008
S&P 500 1,377
Bruce is a well known value investor with concentrated portfolios. He labeled his fund as "Focused and Value Based." The following are my notes to this wonderful meeting. John O'Shaughnessy and I were very appreciative of the discussion.
1. "Doesn't make sense to have greater than 10 or 20 positions. Diversification is insurance against ignorance."
2 . . .
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