Thursday, January 03, 2008

Larry Pitkowsky Interview by Justin Fuller: Fairholme Funds

I hope that 2008 finds you well. In late 2007, I interviewed Larry Pitkowsky of the Fairholme Fund (FAIRX), which is one of the funds I closely follow in managing the Morningstar Ultimate Stock-Picker's Portfolio. In part one of my chat with Larry, we discuss Fairholme's focus on "betting on the jockey" as well as the role that cash plays in their portfolio construction. We also touched base on a few of our mutual stock picks. To see part one of my chat with Larry, please click on the link below.

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