David Winters of the Wintergreen Fund was on Bloomberg TV today. He thinks the way to go in this market is for long-term investors (with time horizons up to five years) to invest globally.
He doesn't name names, but in saying he's not heavily in financials does say he like Berkshire Hathaway -- because of all the cash it has along with being unlevered.
Winters used to be with the Mutual Series of Funds (now part of Franklin Templeton). Jim Grant wrote in Forbes a few years ago that he was invested in the Wintergreen Fund. Whether that's still the case or not I have no idea.
The interview is less than seven minutes. See it here.