Seth Klarman: Value Investing In A Market Bubble [1997-2001]

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Rupert Hargreaves
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This is part three of a multi-part series on Seth Klarman, value investor and manager of Boston-based Baupost Group. Part one can be found here and part two can be found here. To ensure you do not miss the rest of the series sign up for our free newsletter. In part two of this series I covered Seth Klarman’s investing strategy during the late 90s. As the market was swept up in dot-com mania, Klarman kept a cool head and stuck to his strategy. Unfortunately, using this strategy, Baupost significantly underperformed the wider market from 1997 to 1999. Nevertheless, with…

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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