Bruce Berkowitz

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  Fairholme’s Berkowitz Hints at Mutual Fund Exit

  By John Sullivan, AdvisorOne  |  February 4, 2013

  Berkowitz is raising money for a partnership that takes minimum investments of $1 million.

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  Berkowitz’s Fairholme Fund Bounces Back

  By John Sullivan, AdvisorOne  |  July 10, 2012

  Good performance, bad performance—it’s all a day (year) in the life of a star money manager.

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  The Best of Both Worlds: Active and Passive Investing

  By Bob Seawright, Madison Avenue Securities  |  April 24, 2012

  Passive investing is predicated upon the efficient markets hypothesis that it is impossible to “beat the market” over time except by being lucky. In reality, however, there is an abundance of evidence that markets are less than perfectly efficient.

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  Is Delaware Funds’ Ericksen the Next ‘Star’ Manager?

  By John Sullivan, AdvisorOne  |  March 29, 2012

  The time is right for the emergence of a new star manager, and it could very well be Delaware Select Growth Fund’s manager Christopher Ericksen.

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  Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar

  By Joyce Hanson, AdvisorOne  |  January 3, 2012

  Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.

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  Outlook 2012: Key to Alternative Investing Is More Diversification

  By Gil Weinreich, AdvisorOne  |  December 19, 2011

  Last year's choices for top alternative investments didn't fare so well and a change to a more diversified strategy may be the way to go in 2012.

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  'Go Anywhere' Funds: Easy to Like, Harder to Qualify

  By J. Gibson Watson III, CIMA, Envestnet  |  October 1, 2011

  The popularity of such funds puts an extra onus on wealth managers to thoroughly vet a strategy and properly set expectations for its role in a client’s portfolio.

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  Berkowitz’s Big Bets on Banks Go Bad

  By John Sullivan, AdvisorOne  |  August 9, 2011

  Two legendary fund managers who continue to bet on a U.S. recovery suffered some of the largest losses on Wall Street on Monday.

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  Fairholme’s Berkowitz Defends Performance, Details Decisions: Morningstar Conference

  By John Sullivan, AdvisorOne  |  June 9, 2011

  Berkowitz, suffering from laryngitis, nonetheless answered questions from Morningstar’s Don Phillips about the investments he makes, his macroeconomic viewpoint and the criticism he’s received over his fund’s poor performance during the past six months.

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  Morningstar Conference Features Gross, Fink, Berkowitz

  By John Sullivan, AdvisorOne  |  June 7, 2011

  Morningstar kicks off its 23rd annual investment conference for financial advisors Wednesday afternoon in Chicago with a keynote speech by PIMCO's Bill Gross. ‘Big picture, fixed income’ focuses of this year’s agenda, says Morningstar’s Phillips.