Opportunity comes to the prepared mind.
Charlie Munger
At GoodHaven, we believe successful value investing is owning quality businesses run by exceptional leadership that can be purchased at a price significantly below intrinsic value.
Our Investment Philosophy
Performance
| Performance as of 06/30/2024 | ||||||
| YTD | 1 Yr | 3 Yr | 5 Yr* | 10 Yr | Annualized Since Inception | |
| GOODX | 10.60% | 38.15% | 17.30% | 16.26% | 6.34% | 8.04% |
| S&P 500 | 10.56% | 29.88% | 11.49% | 15.05% | 12.96% | 13.35% |
Performance data quoted represents past performance which is no guarantee of future results. Investment returns and principal values may fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. All returns assume reinvestment of all dividend and capital gain distributions. Current performance of the fund may be lower or higher than the performance quoted. Total Annual Fund Operating Expenses 1.10%. Performance data current to the most recent month end may be obtained by calling 1-855-654-6639.
* Larry Pitkowksy was appointed Sole Managing Partner of GoodHaven Capital Management, and Chairman of the Board and Trustee of the GoodHaven Funds Trust as of December 2019.
Recent Communications
Beginning July 2024, a new U.S. Securities and Exchange Commission (SEC) rule requires that all mutual funds and exchange-traded funds (ETFs) create summary versions of their annual and semiannual reports. These summary reports—called Tailored Shareholder Reports (TSRs) will replace the full shareholder reports going forward.
