Not Losing Faith In Gold, Seth Klarman Buys Some More In Q2

Seth Klarman’s 13F is not the most exciting filing to look into, partly because of the fact that the publicly disclosed holdings only amount to $4 billion while the actual assets under management of the firm are up to $26 billion. Of note here is that Klarman’s portfolio worth rose from $3 billion to $4 billion in the last quarter, so at least the fund is doing great in its long equity holdings. Read notes from Klarman’s recent speech here. Klarman buys even more gold miners in Q2 It seems Klarman was buying gold on the dip, Baupost Group bought gold…