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Year 2016 summary and last minute shuffling. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. And I would not exclude it from my returns.
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GoodHaven Capital Management, LLC.
Keith Trauner
4940 SW 83rd Street
Miami, Florida, 33143
United States
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GoodHaven Funds Our Money with Yours. Focused Investment Research. Concentrated Portfolio Management. Long-Term Approach.PARSED CONTENT
The domain goodhavenfunds.com states the following, "GoodHaven Fund GOODX - Daily NAV." I observed that the website stated " We believe recent market volatility could create opportunities for the Fund given our liquidity position and portfolio that looks little like the broad equity indexes." They also stated " Should you have any questions, please contact David Gresser at 305-677-7651 to arrange a call with one of the portfolio managers. 2017 Annual Report Now Available. Sign up for Email updates. Please enter a valid email address. Focused research is a process." The meta header had Larry Pitkowsky as the first keyword. This keyword was followed by Keith Trauner, GoodHaven Fund, and GoodHaven Capital Management which isn't as important as Larry Pitkowsky. The other words the site used was LLC.. GOODX is also included but will not be understood by search engines.ANALYZE MORE WEBSITES
GoodHaven Capital Management is a registered investment advisor that manages investment portfolios for individuals, corporations, ERISA accounts, qualified institutions, and the GoodHaven Fund, a public, no-load mutual fund. Co-managed by Larry Pitkowsky and Keith Trauner, we are value investors who invest for ourselves as we invest for our clients and shareholders. Figure out where an investment can kill you and the.
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