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.
The GoodHaven Fund experienced short-term underperformance in the first half of 2025, declining 5.90%, but the manager remains highly constructive on key holdings and is actively capitalizing on volatility to reposition the portfolio for long-term gains.
Full Quick Take
The GoodHaven Fund experienced short-term underperformance in the first half of 2025, declining 5.90%, but the manager remains highly constructive on key holdings and is actively capitalizing on volatility to reposition the portfolio for long-term gains.