tag:blogger.com,1999:blog-181567041076792103.post6510468009888875005..comments2009-07-10T18:34:47.430-04:00Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.comBlogger1125tag:blogger.com,1999:blog-181567041076792103.post-65681204930409840672009-07-10T18:34:47.430-04:002009-07-10T18:34:47.430-04:00Well said, and note that LOTS (though a minority) of Managers did well during our last Secular Bear from mid-sixties to mid '82. Berkowitz is incredible, and NOT a "stopped clock" manager, overweighting Lg. Gro. in '07, and Lg. Val. in '08 and YTD. Currently his FAIRX is ranked for 3 mo., YTD, and 1,3 and 5 years: first three times,second once and fourth once. Interestingly, he HELD at least, 23% Industrial Materials and FORTY FOUR percent Healthcare, playing "both" scenarios(?). Admit thought he'd "lost it" with huge holdings in Sears (2nd largest)...UP 50% YTD! Bruce, put my money wherever you want!ereilly2http://www.blogger.com/profile/05597971058439261338noreply@blogger.com