Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring Baupost dumps tech stocks, Tiger Global reshuffles team after tech losses, and hedge funds hike short positions. Q2 2022 hedge fund letters, conferences and more Exclusive: Baupost Dumps Tech Stocks In his 2021 letter to investors, Seth Klarman, the manager of the Boston-based hedge fund Baupost, wrote that the firm specializes in “finding opportunity well off the beaten path.” The fund and its analysts focus on valuation and business…
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