1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Canadian Value
Canadian Value
Articles (4624) 

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
http://valueinvestorcanada.blogspot.com/

Rating: 3.7/5 (3 votes)

Comments

Please leave your comment:


More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.

User Generated Screeners


paulyew2003PRICE MOMENT GROWTH
vinsandhuROE2 euro
bpatton23Tech/Divid.
david_r_koenigGurus > $500MM
david_r_koenigROIC - WACC > $500MM Mkt Cap
david_r_koenigM-Score Non-Manipulators > $50
david_r_koenigInvestible Mkt Cap > $500MM
jh007jamesPio - No Valuation
akcapitalSmall Cap
OpExEnhanceFXB1
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)
FEEDBACK