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:


GuruFocus Mobile App


User Generated Screeners


vinsandhup/s asia
vinsandhup/s us
vinsandhup/s euro
tyde_dicksonNCAV
tyde_dicksonNNWC
tyde_dicksonLow PE / PB
GaborWishlist_LowPE
GaborEV/EBIT_basic2
Jwalker89Tech
Jwalker89Industrials
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