Bruce Berkowitz of Fairholme just endured a year from hell as his overweight financials positions pushed his returns into deeply negative territory. He is undoubtedly enjoying the rally of 2012. Here he talks about his investment strategy, the performance of Bank of America, and Fairholme's stake in St. Joe. He believes that financial firms that endured the credit crisis in 2008 and 2009 will prosper.
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