GuruFocus Premium Membership

Professional Value Investing Tools at Affordable Prices

Try It 100% for 7 Days!

Canadian Value
Canadian Value
Articles (4522) 

Keith Trauner of the Goodhaven Fund

July 26, 2013 | About:
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.

About the author:

Canadian Value

Rating: 3.7/5 (3 votes)


Please leave your comment:

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)