Miguel Fidalgo learned his trade under one of the world most regarded value investor, Seth Klarman. After leaving Klarman’s Baupost Group at the beginning of 2015, Fidaglo set up his own value fund, Triarii Capital a few months after. According to the firm’s October 20th third-quarter letter to investors, a copy of which has been reviewed by VaueWalk, Triarii returned -0.99% for investors during the third quarter as the profits from winning positions were offset by losses stemming from the firm’s generic drug sector and Greek bank bets. [klarman] Like his mentor, Fidalgo searches the world for mis-priced assets, and…
Deep Hunting: Klarman Cub Triarii Goes To Croatia
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk