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Keith Trauner of the Goodhaven Fund

July 26, 2013 | About:
Canadian Value

Canadian Value

135 followers
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
http://valueinvestorcanada.blogspot.com/

Rating: 3.7/5 (3 votes)

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