Klarman’s strategy could give you an advantage in the current investing climate Q1 2020 hedge fund letters, conferences and more The Covid-19 pandemic has caused many investors to become cautious when it comes to buying equities. They may worry, for example, that the S&P 500 will return to a downward trend after its recent rebound from the three-year low it recorded in March. Baupost Group chairman Seth Klarman’s advice on buying stocks could prove useful in the current climate. By using cycles to your advantage, focusing on the long term and being selective in terms of which stocks you buy,…
Seth Klarman on managing your portfolio in a crisis
Robert Stephens, CFA
Robert Stephens, CFA, is an Equity Analyst who runs his own research company. He has been investing for over 15 years and owns a wide range of shares. Notable influences on his investment style include Warren Buffett, Ben Graham and Jim Slater. Robert has written for a variety of publications including The Daily Telegraph, What Investment and Citywire.