We have been owners of Bruce Berkowitz’s Fairholme Fund for some time now. Here is a link to a Morningstar article comparing Bruce to another pretty good investor – Warren Buffett. Have a read to get an idea how Bruce is allocating his investors' capital.
Disclosure: Harvest Financial Partners owns the Fairholme Fund in client portfolios. The author owns the Fairholme Fund in his personal portfolio. Positions can change at any time.
Investment thoughts from Harvest Financial Partners. For more information come visit us at www.HarvestFinancialPartners.com
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About Me
- Harvest Financial Partners
- Jim Wright has worked with individual clients as an investment manager for more than 22 years. Before deciding to form Harvest Financial Partners, Jim worked at the Davidson Trust Company, Delaware Investments and PNC Bank. Jim is a Chartered Financial Analyst. He received his B.A. from Vassar College and his M.B.A. from the Amos Tuck School at Dartmouth College. John Fattibene started his career as a commercial lending officer. When John left lending, he joined Vanguard, and has spent more than a decade as a financial planner. John is also an attorney. Like Jim, John attended Vassar College. He received his J.D. from the University of Maryland School of Law. John is also a Certified Financial Planner. For more information on Harvest, visit our website at Harvestfinancialpartners.com. To contact us,send an email to jim@harvestfinancialpartners.com or john@harvestfinancialpartners.com.
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No information on this website should be interpreted to state or imply that past results are an indication of future performance. No one accessing the information presented on this website should assume that investment strategies referenced here directly or indirectly will be profitable. All investment options involve varying degrees of risk, including the possible loss of principal invested, and visitors accessing the information provided on this website should proceed accordingly.Any observations expressed are not substitutes for professional advice of any kind, including tax, legal or investment advice, and any visitor to the website agrees to hold HFP and its respective directors, officers, employees, affiliates and agents harmless against claims for damages arising from the visitor’s use of this website and/or any decisions the visitor makes based on the information provided by this website.HFP is not liable nor will accept any responsibility of any kind for any possible damages or losses incurred as a result of interruption of or inability to access this website. HFP makes no representations regarding other websites accessed through links available on this one nor does HFP warranty that they will be free from viruses, worms or other harmful components. All such links are maintained by their respective organizations and providing links to other websites does not constitute endorsement of those websites or acceptance of any responsibility by HFP for their content or use.No electronic communication submitted to HFP via email addresses provided on this website should be considered secure or confidential and may be viewed by unauthorized persons prior to receipt by the intended recipient. Any electronic communication submitted, including but not limited to, attachments, comments, suggestions, etc., will become the property of HFP to use in any manner so deemed by HFP. HFP reserves the right to monitor any and all uses of this website.HFP maintains a copyright in the text, logos and graphics contained throughout this website, except where specifically noted and such information is protected by copyright and other intellectual property laws. No part of this website or information contained therein may be reproduced, copied, uploaded, downloaded, duplicated or transmitted in any way without the express written consent of HFP.These Terms and Conditions are governed by and construed in accordance with the laws of the State of Pennsylvania without giving effect to its conflict of law provisions. If for any reason a court of competent jurisdiction finds any provision or portion of these Terms and Conditions to be unenforceable, the remainder of these Terms and Conditions will continue in full force and effect.Harvest Financial Partners and the Harvest Financial Partners logo are service marks of Harvest Financial Partners LLC. All rights reserved. Any other trademarks or service marks are the property of their respective owners.
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