Notes From AAII NYC Discussion With Bruce Berkowitz Of Fairlholme Fund [June 5, 2008]

Notes From AAII NYC Discussion With Bruce Berkowitz Of Fairlholme Fund by Redfield, Blonsky & Co.
June 5, 2008

S&P 500   1,377

DJIA        12,391

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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