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New Guru: GoodHaven Capital
Posted by: iamjvc3 (IP Logged)
Date: July 27, 2013 02:28PM

Recommending GoodHaven Capital Management to be added to Guru list. Pitkowsky and Trauner, who started their fund in April 2011, both came from the Fairholme Fund run by Bruce Berkowitz. Each has more than 25 years of securities research and portfolio management experience.

A quick note on style: GoodHaven focuses on a few carefully chosen companies with strong and enduring businesses, run by exceptional owner/managers and which can be purchased at a significant discount to estimated intrinsic value.


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Re: New Guru: GoodHaven Capital
Posted by: vgm (IP Logged)
Date: July 27, 2013 04:40PM

Agree on GoodHaven. Nice suggestion.


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