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Miami fund manager Bruce Berkowitz gains a following
Berkowitz used to pride himself on keeping a low profile (used to turn down interviews). Not so any more. Seems he's in a newspaper or magazine about 1x a month. Suppose it could be because he has had two new product launches.
I'm cooling on this guy (10% of current Roth portfolio).
Frankly, I've seen Gross and El-Elrian on tv way way more than Berkowitz. Furthermore, in the past 6 - 12 months, I've seen the First Eagle and IVA managers on Bloomberg and CNBC much more than Berkowitz has been.
I like D&C, and I use DODFX, DODIX. But my issue with D&C is that for a "value investor" they don't really have a cash-based risk management strategy. That, and the fact that they're huge (which is why their fees are low).
Comments
I'm cooling on this guy (10% of current Roth portfolio).