Inside Ed Wachenheim’s Portfolio: Why Greenhaven is Doubling Down on Homebuilders (opens in new tab)

Ed Wachenheim’s Greenhaven Associates Inc. reported an equity portfolio of approximately $6.07 billion in the latest reported quarter, continuing to reflect a disciplined, low-P/E value approach focused on high-quality companies with significant earnings power that are temporarily misunderstood by the market. The portfolio is highly concentrated, with a heavy emphasis ... Read More