Fairholme Fund

Fairholme Fund

Fairholme Fund
Last update 2020-02-03 5 Stocks (0 new)
Value $619.00 Mil Turnover 0 %
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Fairholme Fund Profile

Fairholme Fund is managed by its founder Bruce Berkowitz. For the 10-year period after inception in 1999, the fund gained 253% while the S&P lost money. This portfolio is the quarterly portfolio of Fairholme Fund. It is different from the portfolio under the name of "Bruce Berkowitz", which covers more accounts and funds managed by Bruce Berkowitz.

Fairholme Fund Investing Philosophy

Bruce Berkowitz concentrates his investments in a relatively small number of companies. He looks for companies with good management and cashflow. His motto: "Ignore the Crowd'.
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Performance of Fairholme Fund

Year Return % S&P500 % Excess Gain %
2019 32.06 30.58 1.5
2018 -23.17 -4.57 -18.6
2017 -5.96 21.7 -27.7
3-Year Cumulative (2017-2019) -4.57 (-1.55/Year) 51.65 (14.89/Year) -56.22 (-16.44/Year)
2016 25.68 12 13.7
2015 -11.48 1.24 -12.7
5-Year Cumulative (2015-2019) 6.15 (1.20/Year) 71.96 (11.45/Year) -65.79 (-10.25/Year)
2014 -2.72 13.46 -16.2
2013 35.54 32.31 3.2
2012 35.81 15.99 19.8
2011 -32.42 1.9 -34.3
2010 25.47 15.05 10.4
10-Year Cumulative (2010-2019) 61.18 (4.89/Year) 251.03 (13.38/Year) -189.85 (-8.49/Year)
2009 39.01 26.35 12.7
2008 -29.7 -36.79 7.1
2007 12.35 5.15 7.2
2006 16.71 15.84 0.9
2005 13.74 4.83 8.9
15-Year Cumulative (2005-2019) 134.91 (5.86/Year) 257.98 (8.87/Year) -123.07 (-2.99/Year)
2004 24.93 10.7 14.2
2003 23.96 28.18 -4.2
2002 -1.58 -21.58 20
2001 6.18 -11.76 17.9
2000 46.54 -9.75 56.3

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