Episode 131 – NYC Pop-Up Podcast: The Major Tenets of Value Investing – With Larry Pitkowsky
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Show Notes
Larry Pitkowsky is.the Managing Partner and Portfolio Manager at GoodHaven Capital Management, LLC, an investment advisory firm managing separate accounts and a no-load mutual fund. GoodHaven believes value investing is owning quality businesses run by exceptional leadership that can be purchased at a price significantly below intrinsic value.
Live from our fall Advisorpedia Podcast Pop-Up in New York City, Doug and Larry delve into GoodHaven’s operation in the value investing field and the long-term oriented work the value investor should be prioritizing.
They also discussed:
- The values behind GoodHaven Capital and how they think
- What is and what is not value investing
- Being a value investor this year and if it’s been advantageous or unfavorable
- The re-launch of GoodHaven in 2019 and its impact on the company overall
- The current macro backdrop and the market volatility
- What differentiates GoodHaven from competitors looking to partner with advisors
- Compelling stock ideas that GoodHaven owns and why
Resources:
GoodHaven Risk Management, LLC