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Opportunity in the Unpopular?

Why Goodhaven's Larry Pitkowsky likes underperformers WPX Energy and Barrick Gold, as well as lesser-known Walter Investment Management.

Mentioned:

Russ Kinnel: Hi, I'm Russ Kinnel. I'm director of manager research for Morningstar. I'm joined today by Larry Pitkowsky of GoodHaven Fund (GOODX), a fund launched about four years ago.

Larry, thanks for joining us.

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Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.