440 Biscayne Boulevard
9th Floor
Miami, FL 33137
Google Maps
Contact
Main Phone: 305-358-3000
Web Site:
http://www.fairholmefunds.com
Mutual Fund Brand(s)
Fairholme Funds
Research Links
SEC Fund Filings by CIK
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Background:
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On January 30, 2013, Fairholme revealed plans to shutter all three of its mutual funds to new investors, once the market closes on February 28, 2013.
Smith Barney veteran Bruce Berkowitz started Fairholme Capital Management in June 1997 and launched the Fairholme Fund in 1999.
Berkowitz is a noted follower of the value-based, focused investment strategy of Warren Buffet. Typically his flagship equity fund holds just 15 to 25 stocks. At one point in 2010 it held as few as 10.
With that investment strategy Berkowitz has become one of the fund industry's new stars. Morningstar named Berkowitz its Domestic Equity Fund Manager of the Year for 2009. A week later it named him its Domestic Equity Fund Manager of the Decade for the aughts.1
To build on his renown, Berkowitz revealed plans to introduce a non-diversified bond fund in January 2010.
External Links
1 Announcing the Morningstar Fund Managers of the Decade, January 12, 2010
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Sponsored Opportunities
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Key People:
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Bruce Berkowitz
President and Chief Investment Officer, Fairholme Capital Management | Fernando M. Font
Vice President, ~ Unassigned | Wayne Kellner
Chief Financial Officer, Fairholme Capital Management, LLC | Paul R. Thomson
Chief Compliance Officer/Secretary, Fairholme Funds | Christine Mann
Fairholme Funds, Inc. |
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