GoodHaven Capital Management provides investment management and advice to individuals and institutions. GoodHaven focuses on publicly traded securities, primarily common stocks, using fundamental research to identify undervalued businesses with sensible management. GoodHaven manages portfolios in two programs: the GoodHaven Separate Account Program (GSAP) for individual and smaller institutional clients, and the Institutional Separate Account Program (ISAP) for larger institutional clients. Portfolios are concentrated, typically with 7-15 holdings.
Assets Under Management$430M
Clients68
AdvisorsN/A
Avg. per Client$6.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $25.0M | 1.13% |
| $25M+ | 1.10% |
Fees are generally not negotiable, but GoodHaven reserves the right to negotiate a fee at its sole discretion. The fee schedule is retroactive to the first dollar.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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