After nearly 15 years of ownership, the time has come for Allianz SE (ADR) (OTCMKTS:AZSEY) (ETR:ALV) to let PIMCO strike out on its own, Lex’s Oliver Ralph suggests. He explains why to Joseph Cotterill.
Should Allianz Part With PIMCO?
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