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Bruce Berkowitz: Focus Capital Aggressively Where Conviction Is Highest | The Acquirer's Multiple®
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Bruce Berkowitz: Focus Capital Aggressively Where Conviction Is Highest | The Acquirer's Multiple®
Bruce Berkowitz’s Fairholme Capital Management reported an equity portfolio of approximately $1.2–1.3 billion in the latest quarter, continuing its hallmark approach: a highly concentrated, value-oriented portfolio focused on a small number of deeply researched positions. The portfolio remains dominated by a few core holdings — most notably real estate development, energy infrastructure, and financials — reflecting Berkowitz’s long-standing will…
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