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The Last Hedge Fund Manager to Bet Against

By Matt Koppenheffer and David Hanson - Feb 20, 2014 at 7:00AM

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Why we’d hate to bet against Bruce Berkowitz and George Soros.

As an investor, it's always important to understand both sides of the investing story. Great investors seek out what they may be missing in their thesis. But which well-known hedge fund manager would you not want to be betting against?

In this segment of The Motley Fool's financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson give their dreaded adversaries. David highlights why he wouldn't want to bet against Bruce Berkowitz because of the detailed research his team has historically prepared, such as their work on Fannie Mae (FNMA 1.23%), Freddie Mac (FMCC 1.19%), and AIG (AIG 2.04%). Matt gives his reason for being wary of disagreeing with George Soros.

David Hanson owns shares of American International Group. Matt Koppenheffer owns shares of American International Group and Bank of America. The Motley Fool recommends American International Group and Bank of America. The Motley Fool owns shares of American International Group and Bank of America and has the following options: long January 2016 $30 calls on American International Group. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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Stocks Mentioned

Bank of America Corporation Stock Quote
Bank of America Corporation
BAC
$35.76 (1.97%) $0.69
Sears Holdings Corporation Stock Quote
Sears Holdings Corporation
SHLDQ
American International Group, Inc. Stock Quote
American International Group, Inc.
AIG
$56.04 (2.04%) $1.12
Federal National Mortgage Association Stock Quote
Federal National Mortgage Association
FNMA
$0.66 (1.23%) $0.01
Federal Home Loan Mortgage Corporation Stock Quote
Federal Home Loan Mortgage Corporation
FMCC
$0.64 (1.19%) $0.01

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