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Will Baupost Follow Its Own “North Star” Amid Challenging Quarter?
For those investing in hedge funds, timing their allocation on a drawdown has always been a difficult if even controversial topic among allocators. Tiiming the investment after the point at which a...
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Seth Klarman’s Baupost Dumps Alliance One International Inc. Position
Baupost Group, the hedge fund managed by acclaimed value investor Seth Klarman, has sold the rest of its Alliance One International Inc. according to the fund’s Schedule 13G filed with the SEC....
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13F Filings For Q3 2015: Hedge Fund Round-Up
Below is a summary of 3Q equity hedge fund holdings from Sept. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have...
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Elliott Management Takes 6.5% In Alcoa, Supports Break-Up
Alcoa Paul Singer’s Elliott Management has taken a 6.5% stake in Alcoa according to the fund’s Schedule 13D, as filed with the SEC today. Several news outlets are reporting that Elliott is seeking...
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Klarman “Catching Knives” Experiences Rare Yearly Loss, Looks Forward
The year that was 2015 was odd for several reasons, Baupost’s legendary value hedge fund manager Seth Klarman noted in a recent letter to investors reviewed by ValueWalk. For one, the hedge fund didn’t...
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Seth Klarman: Now’s Not The Time To Give Up On Value
2015 was a tough year for all stock pickers, and even one of the world’s most successful value investors, Seth Klarman wasn’t able to register a positive performance for the year, according to a letter...
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Baupost: Making Use Of Market Inefficiencies To Find Bargains In Distressed Debt
Baupost: Making Use Of Market Inefficiencies To Buy Debt #cm-sign-up .cm-clear{clear:both}#cm-sign-up...
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Klarman Nails Fiduciary Definition, Calls Out Public “For Profit” Hedge Fund...
In his 2015 year in review, one topic Baupost’s Seth Klarman addressed is perhaps the issue that most impacts society and the financial services industry, particularly if one is to consider the history...
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Hedge Funds Continue To Profit Off Crisis Bets
At ValueWalk we’ve reported several times in the past on Baupost’s sizable position in the distressed debt of Lehman Brothers. In 2013 the Lehman positions accounted for a massive 23% of the fund’s net...
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13F Filings For Q2 2016: Hedge Fund Round-Up
Below is a summary of 2Q equity hedge fund holdings from June. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have...
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Morgan Creek 2Q16 Letter: The Value Of Value; Klarman on Philosophy
Morgan Creek Capital Management letter to investors for the second quarter ended June 30, 2016; titled, “The Value Of Value.” Morgan Creek Capital Management – The Value Of Value...
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You can learn more from a losing trade then you can a winning one
Seth Klarman is one of the world’s most successful value investors. His Baupost hedge fund has achieved outstanding returns for investors over the years and currently manages just under $20 billion in...
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As Baupost Waits For Market Uncertainty To Take Its Toll, Klarman”Spinoff”...
Actively managed hedge funds have a performance problem, fund manager Seth Klarman noted in a letter to investors first reported by Andrew Ross Sorkin in The New York Times. With hedge fund managers...
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2016 Letter: Seth Klarman Is Not Only A Value Investor, He Is NonCorrelated...
After delivering investors “high single-digit gains for investors across all partnerships” in 2016, Seth Klarman and the employees at The Baupost Group, all devotees of a particular investment...
View ArticleBaupost Readies Dry Power Amid Frothy Markets – Letter
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Wunderlich Doesn’t Like Baupost’s ViaSat Stock Pick
Wunderlich Securities is not a big fan of one of Seth Klarman’s biggest winning stock trades: ViaSat, Inc. (NASDAQ:VSAT). The brokerage firm lowered it’s rating to sell and issued a rating on the stock...
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David Abrams ‘Revealed; – 2008 Talk With Seth Klarman
The Wall Street Journal’s Rob Copeland has a great story on a ‘Baupost Cub’, David Abrams of Abrams Capital. If you want to see some Baupost coverage, see our most recent article on Klarman here....
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Baupost Nets $1Bln on Idenix Pharmaceuticals Inc (IDIX) Buyout
Seth Klarman‘s Baupost Group LLC stands to make a bundle on Merck’s buyout of Idenix Pharmaceuticals Inc (NASDAQ:IDIX). Assuming Baupost’s more than 35% stake in the company reported on March 31st...
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13F Filings For Q2: Buffett, Loeb, Einhorn, Druckenmiller, Griffin,...
Below is a summary of notable value funds/hedge funds and changes in their positions based on 13Fs for the second quarter of 2014, as always take the 13Fs with a grain of salt. Additionally, this list...
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13F Roundup: National Oilwell Varco and eBay Attract Interest
While it’s easy to read too much into 13Fs, the time delay and the single snapshot after a quarter of activity make them hard to interpret, they’re still one of the few tools we have to gauge the...
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