Fairholme's Bruce Berkowitz Speaks with Steve Forbes (video)
One of the top-performing mutual fund managers of the past decade, Bruce Berkowitz of The Fairholme Fund (FAIRX), recently sat down with Steve Forbes for an interview that's worth watching. Berkowitz highlights key tenets of his investment philosophy and discusses several holdings of The Fairholme Fund, including Pfizer (PFE) and St. Joe (JOE).
Part 1 of 3:
Part 2 of 3:
Part 3 of 3:
Read full interview transcript.
Evaluate Berkowitz's picks via Portfolio Manager's Review (PMR):
- Portfolio evaluation: Fairholme Capital Management (FREE)
- PMR evaluation: Hertz Global Holdings (HTZ) (FREE)
- PMR evaluation: American Express (AXP)

- PMR evaluation: AmeriCredit (ACF)

- PMR evaluation: Boeing (BA)

- PMR evaluation: Forest Labs (FRX)

- PMR evaluation: Leucadia (LUK)

- PMR evaluation: Pfizer (PFE)

- PMR evaluation: Sears Holdings (SHLD)

- PMR evaluation: Spirit AeroSystems (SPR)

- PMR evaluation: St. Joe (JOE)

- PMR evaluation: TAL International (TAL)

- PMR evaluation: UnitedHealth Group (UNH)

- PMR evaluation: WellCare (WCG)

- PMR evaluation: WellPoint (WLP)

- PMR evaluation: Winthrop Realty (FUR)

Disclosure: No positions.