The Value of Seth Klarman June 2010 - Absolute Return + Alpha

[saumil]

The Value of Seth Klarman June 2010 - Absolute Return + Alpha

 

The value of Seth Klarman

 

June 01, 2010  

 

Beaten-down markets have been a boon for Baupost, which has become the sixth-largest hedge fund in the United States & a force to be reckoned with.

 

 

By Stephen Taub

 

https://sites.google.com/site/sethklarman2010/

[dcollon]

Thanks for posting the interview. 

[enoch01]

Good interview - thanks!

[DynamicPerception]

Good value investor mindset.

Thanks.

[MartinWhitman]

Bloomberg article on Seth Klarman.

 

http://www.bloomberg.com/apps/news?pid=20601108&sid=adBgaU4jI6Mo#

[DynamicPerception]

Another good article.

 

"When Klarman can’t find investments he likes, he holds cash.

“We prefer the risk of lost opportunity to that of lost capital,” he wrote in his 2004 yearend letter to shareholders."

 

Right on! and thanks.