March 12 (Bloomberg) -- Bruce Berkowitz, who oversees $6.7 billion in assets as president of Fairholme Funds, talks with Bloomberg's Matt Miller from Miami about his investment strategy, U.S. stock market volatility and holdings in WellCare Health Plans Inc. and Sears Holdings Corp. Bloomberg's Erik Schatzker also speaks. (Source: Bloomberg)

00:00 Stock market volatility; investment criteria
01:45 WellCare Health Plans; health-services stocks
03:51 Cash strategy; Sears Holdings; energy stocks

Running time 07:08

Last Updated: March 12, 2008 08:47 EDT