Keith Trauner discusses GoodHaven Capital Management, LLC and the GoodHaven Fund. Mr. Trauner is a value investor. He uses a concentrated, long-term and disciplined investment approach. The goal of the fund is to compound the shareholders’ money, and Mr. Trauner is one of the two biggest shareholders in the fund. When looking for investments, Mr. Trauner focuses on what is unpopular, unloved or unwanted. He also tries to avoid excessive valuation, excessive leverage and bad management teams. Mr. Trauner doesn’t worry about the things he can’t control, and if he can’t find investments at prices that offer a cushion against loss and reasonable returns, he won’t invest and will hold cash.
Full interview available here.
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