After being named Morningstar's manager of the decade, Bruce Berkowitz had a very rough 2011. His concentrated portfolio, dominated by fallen angels in the financials along with Sears Holdings (SHLD) took a beating. But as the year turned and investors rotated dramatically into the most beaten down issues of 2011, he has had a bit of a resurgence. Whatever the case, people don't get stupid overnight so below are a series of interviews with Bloomberg from Friday.
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Any securities mentioned on this page are not held by the author in his personal portfolio. Securities mentioned may or may not be held by the author in the mutual fund he manages, the Paladin Long Short Fund (PALFX). For a list of the aforementioned fund's holdings at the end of the prior quarter, visit the Paladin Funds website at http://www.paladinfunds.com/holdings/blog