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Keith Trauner of the Goodhaven Fund
Posted by: Canadian Value (IP Logged)
Date: July 26, 2013 09:15AM

Keith Trauner is a former portfolio manager at the Bruce Berkowitz-run Fairholme Fund and is a value-focused manager.

Trauner believes that investors need to be aware that the current ultra-low interest rate environment is not a permanent condition.

Therefore he likes companies that are not heavily leveraged. In a rising interest rate environment companies with significant debt are going to suffer as annual interest expenses increase.

In the video below Trauner provides some specific examples.





Guru Discussed: Bruce Berkowitz: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
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