Former Fairholme Managers Shun Financials in New Fund
GoodHaven loads up on Microsoft and other tech stocks.
GoodHaven's (GOODX) first portfolio-disclosure report is out, and one thing is clear: Larry Pitkowsky and Keith Trauner, the former portfolio comanagers of Fairholme (FAIRX) who run the fund, are less enthusiastic about financials than is their former boss, Bruce Berkowitz.
Ryan Leggio has a position in the following securities mentioned above: BRK.B, FAIRX. Find out about Morningstar’s editorial policies.