Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
GoodHaven employs a highly concentrated value style under Larry Pitkowsky, prioritizing high-conviction holdings with a lower average P/E of 19.7x relative to the broader market.
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GoodHaven employs a highly concentrated value style under Larry Pitkowsky, prioritizing high-conviction holdings with a lower average P/E of 19.7x relative to the broader market.
GoodHaven's '2.0' transition under Larry Pitkowsky has delivered top-tier 3 and 5-year risk-adjusted returns by refocusing on a highly concentrated portfolio of high-quality companies with deep value characteristics.
Full Quick Take
GoodHaven's '2.0' transition under Larry Pitkowsky has delivered top-tier 3 and 5-year risk-adjusted returns by refocusing on a highly concentrated portfolio of high-quality companies with deep value characteristics.
