Bruce Berkowitz’s checklist for investing

Bruce Berkowitz is an investing legend. A former star at Lehman’s, he setup his own fund, Fairholme Capital Management, in 1997 and went on to win accolades and riches galore, among them, Fund Manager of the Decade.For all that kudos, Berkowitz's investing style is simple. At a recent conference he outlined a checklist for investing, a simple filter through which he runs potential investments.Can you kill it? Cyclicality and spurts of growth can be mistaken for quality. He advocates a test to determine what it will take to kill a business. This exercise illuminates true competitive advantage; McDonalds won’t die...

Bruce Berkowitz is an investing legend. A former star at Lehman’s, he setup his own fund, Fairholme Capital Management, in 1997 and went on to win accolades and riches galore, among them, Fund Manager of the Decade.

For all that kudos, Berkowitz's investing style is simple. At a recent conference he outlined a checklist for investing, a simple filter through which he runs potential investments.

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