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Seth Klarman's Baupost Hedge Fund Loses More Than $150 Million On Gold Miners


dcollon
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Thanks for the informative article.

 

Are you involved in the junior gold miner space?

 

I've started to think about the construction of a portfolio of 20-25 junior gold miners that one could hold for 3+ years and always find it a useful reference point to see what some of the largest and more respected funds like Baupost and Weiss are targeting.

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G2,

 

I'm not involved with the space, but there is some good discussion in this thread http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/gold-miners/msg111662/#msg111662.

 

I have a ton of respect for Mr. Klarman, but thought I should post the article since I like to read anything I can find about him and Baupost.  Yours Truly, you are absolutely right.  It's a small position/loss since the author stated that Baupost's aum is $28 bil (not sure if that is still right or not). 

 

 

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