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You may purchase shares of the GoodHaven Fund directly without sales charges, loads, or commissions through the transfer agent, US Bancorp, by completing the appropriate application found on this page. Please call 1-855-OK-GOODX (1-855-654-6639) with any questions on purchasing options.
You may also purchase shares of the GoodHaven Fund through broker/dealers that have agreed to distribute shares of the Fund. Such broker/dealers may require purchasers to pay sales charges or transaction fees that benefit the broker/dealer and which do not benefit the Fund or the Fund's Adviser. The Fund has agreements with more than 60 financial organizations such as Fidelity Investments (National Financial Services Corp), Charles Schwab & Co., TD Ameritrade, Inc., UBS, Pershing LLC, Vanguard, LPL, Oppenheimer & Co., E-Trade Clearing, Jefferies & Company, Morgan Keegan & Company, Options Express, and others. This aforementioned list may not be comprehensive and/or up-to-date and is subject to change at any time. We suggest you to contact your broker/dealer directly should you have any questions about the Fund's availability at their firm.
Broker/dealers with clients interested in purchasing the Fund through their network may contact the Fund's distributor at firstname.lastname@example.org regarding the appropriate agreements.
People have interpreted our logo as depicting a shoreline sheltered from stormy seas, or an umbrella against the rain. Regardless of how you see it, we tried to create an image reflecting our belief that our job as portfolio managers is to attempt to both protect the wealth of our shareholders and also to compound that wealth over time. Although we cannot provide any guarantees and shareholders can lose money, we try hard to remember Warren Buffett’s two rules of money management:
Rule #1 – Don’t Lose!
Rule #2 – See Rule #1.
Before you invest in the GoodHaven Fund, please refer to the statutory prospectus or summary prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may also obtain a hard copy of the prospectus by calling 1-855-OK-GOODX (1-855-654-6639). The prospectus should be read and considered carefully before you invest or send money.
The Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
References to other mutual funds should not be interpreted as an offer of those securities.
Past performance does not guarantee future results.
Mutual fund investing involves risk. Principal loss is possible. The Fund is nondiversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund. Therefore, the Fund is more exposed to individual stock volatility than a diversified fund. The Fund invests in mid and smaller capitalization companies, which involve additional risks such as limited liquidity and greater volatility. The Fund may invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. The Fund may invest in REIT's, which are subject to additional risks associated with direct ownership of real property including decline in value, economic conditions, operating expenses, and property taxes. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investment in lower-rated, non-rated and distressed securities presents a greater risk of loss to principal and interest than higher-rated securities.
The value of the Fund could be adversely affected in the event of a natural disaster, severe weather events, climate change, earthquakes, fires, war, terrorism, health pandemics and other public health crises.
The GoodHaven Funds are distributed by Quasar Distributors, LLC