"This Fund makes the case for active management as stocks get pricey" MarketWatch, December 13, 2016
Interview with Larry Pitkowsky Fox Business, December 7, 2016
Interview with Larry Pitkowsky Wall Street Week, November 28, 2016
"Using a Disciplined Approach to Value Investing" Wall Street Transcript, November 21, 2016
"A Top Fund Makes the Value Case" Barron's, October 8, 2016
Interview with Larry Pitkowsky Morningstar.com, July 22, 2015
Interview with Larry Pitkowsky Bloomberg Radio, June 18, 2015
Interview with Larry Pitkowsky Reuters Insider, January 2015
"A Bit Greedy: New Fund GoodHaven's Veteran Managers Finding More Patient Buys" Welling on Wall Street
In addition to the above referenced interviews, the GoodHaven Fund and its portfolio managers, Larry Pitkowsky and Keith Trauner, have been featured in a number of national publications and broadcasts, including, but not limited to The Wall Street Journal, Barron's, Bloomberg, CNBC, and Kiplingers. Below are links to their home pages where you may search for additional information.
Clicking on any of the links below will take you to a third party site. GoodHaven is not responsible for the content on any third party website.
|Wall Street Journal||www.wsj.com|
|The Mutual Fund Show||www.mutualfundstore.com|
|Welling on Wall Street||www.wellingonwallst.com|
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 the first job of portfolio managers is to attempt to protect the wealth of their shareholders and only then to seek profits. Although we cannot provide any guarantees and shareholders can lose money, we try hard to follow 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.
Click here for standardized performance.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-855-OK-GOODX (1-855-654-6639).
Click here for fund holdings.
Fund holdings and allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security.
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.
Dow Jones Industrial Average is a price-weighted average of 30 large publicly owned stocks traded on the New York Stock Exchange and NASDAQ.
VIX is the ticker symbol for the Chicago Board Options Exchange Volatility Index which measures the expected volatility of S&P 500 stock index in the next 30 days.
S&P 500 Index is a capitalization weighted index of 500 large capitalization stocks which is designed to measure broad domestic securities markets.
Price/Earnings is a valuation ratio calculated by dividing the current stock price of a company by its earnings per share.
Price/Sales is a valuation ratio calculated by taking the company's market capitalization divided by its total sales over a 12 month period, or on a per share basis dividing the stock price by sales per share for a 12 month period.
The GoodHaven Funds are distributed by Quasar Distributors, LLC