Seth Klarman is widely considered to be one of the best value investors in the world today.
Q2 hedge fund letters, conference, scoops etc
His Boston-based hedge fund, Baupost manages approximately $30 billion in assets for clients around the world. Its unconstrained mandate means that it can invest in whatever assets and securities it believes are undervalued. This includes insurance contracts, real estate, debt claims and, of course, common stocks.
If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks.
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