Wednesday, September 24, 2014

Bruce Berkowitz Talks Fannie, Freddie, AIG, BAC With Consuelo Mack

Bruce Berkowitz Talks Fannie, Freddie, AIG, BAC With Consuelo Mack 



Berkowitz’ big bets in four financial stocks largely shunned by investors since the financial crisis, which now make up nearly 80% of The Fairholme Fund’s portfolio: AIG accounts for 47%, Bank of America nearly 15% and mortgage giants Fannie Mae and Freddie Mac account for over 15%.

A quick look at those bets will show Bruce is doing very well.

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