GoodHaven Funds(1)
Investing in Cash Generators with Temporary Problems
The GoodHaven Fund
US> Mid-Cap > Core
Jul 17, 2018
It is certainly difficult to maintain a contrarian, value-oriented approach when valuations are high and the market is dominated by momentum investors. But Larry Pitkowsky and Keith Trauner, portfolio managers of The GoodHaven Fund, know that rationality returns to the market sooner than later. With a concentrated portfolio, they rely on fundamental analysis to find high-quality companies that are negatively perceived by the market or are being ignored for temporary reasons.