Bruce Berkowitz’s $FAIRX Releases New Presentation on Value Investing


Bruce Berkowitz’s $FAIRX Releases New Presentation on Value Investing. The chart shows the success the fund has had this year (up 25% YTD) by sticking with its investment philosophy.  Berkowitz received a lot of criticism for what seemed to be his change of strategy, including myself. However, whether it changed or not, he is having a fantastic year, and we wish his shareholders and Berkowitz further success.

H/T ttcapitalonline

The full slide is in scribd below:

Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More


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