Do college graduates looking to get into public markets have the same opportunities now than they did in 1979? That question was posed by CNBC to well-known investor Seth Klarman,…
Tag: Seth Klarman
Passing on Seth Klarman: Doubts Rise About the Iconic Hedge Fund Blaupost
A recent article in Institutional Investor reveals that “doubts have begun to percolate within the elite investor class” about Seth Klarman’s iconic hedge fund Baupost Group. The article quotes one…
Historic Buying Opportunity with Some Hedge Fund Legends
Fund’s like Seth Klarman’s Baupost—normally closed to new capital—are now making an exception due to the “massive drop in asset prices catalyzed by the novel coronavirus pandemic,” which has sent…
Seth Klarman Defends Value Investing
In a letter to clients, billionaire hedge fund manager Seth Klarman suggested that value investing will have its day in the sun once again. This according to a recent CNBC…
When Warren Buffett Thanks You for “Client Alpha”
By Justin Carbonneau (@jjcarbonneau) Imagine for a moment you were one of the very first investors in Berkshire Hathaway in 1965 and you’ve stayed committed to Buffett all these years…
Seth Klarman's Canny Hedge Against Wildfires
Before the California wildfires started last November, billionaire hedge fund manager Seth Klarman’s firm Baupost Group bought 14.5 million shares of PG&E stock, according to an article in Chief Investment…
Seth Klarman's Bleak Warning Chills Davos
In his 22-page annual letter to investors, Baupost Group’s Seth Klarman warned that increasing political and social tensions around the globe may end in an economic disaster. This according an…
Klarman Warns that Investors are Ignoring Risks
In a private letter to clients, Baupost Group CEO Seth Klarman suggests that, instead of asking themselves why they should sell in today’s market, they should ask whether they can…
Klarman Warns of Risks to Investors
Risk is the most important consideration when investing, and investors are being too trusting. This according to a recent Business Insider article reporting on a client letter from hedge fund manager…
ETFs Make Markets Less Efficient Writes Klarman
While exchange-traded-funds have claimed a growing share of investor funds, critics say these funds are “potentially dangerous and untested through a crisis,” says a Bloomberg article from last week. In…