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Goodhaven Semi-Annual Report (Managed by Ex-Fairholme Managers Pitkowsky/Trauner)

July 25, 2012 | About:
CanadianValue

CanadianValue

210 followers
The following letter to investors is an excellent read. Pitkowsky and Trauner take a straightforward approach to a complicated world. They touch on the current European crisis and go through some of their larger holdings including SPB, HPQ, WTM and Y.

GoodHaven Fund 2012 Semi-Annual Report

About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 3.7/5 (6 votes)

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