Longleaf Partners 2014 Portfolio Update


The Longleaf Partners Funds are pleased to provide a replay of our Portfolio Update Webcast held on May 8, 2014. The webcast includes fund performance and comments from our investment team.

Longleaf Partners 2014 Portfolio Update

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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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