GoodHaven Funds’ Q2 2021 Investor Letter

GoodHaven Funds, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here. The fund returned 24.95% for the first half of 2021, while its benchmarks, the S&P 500 Index advanced 16.94%, the Wilshire 5000 Total Market Index returned 16.19%, the HFRI Fundamental Growth Index returned 17.61%, the HFRI Fundamental Value Index had a 22.68% gain, and the CS Hedge Fund Index delivered a 10.72% return for the same period.  You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.