Seth Klarman Resource Page Updated 


Sign up for our free newsletter

As promised recently we are updating/cleaning the investor resource pages on a regular basis. This week, we’ve updated the pages of David Tepper and Jim Chanos as well as Seth Klarman.

We do not post all the investor updates on TwitterFacebook etc. The best way to find new/updated etc profile pages,  without missing any ….is by signing up for our free daily newsletter!

DG Value Surges On Recovery Plays

investAccording to a copy of the firm's February investor update, Dov Gertzulin's DG Value Partners returned +4.48% net for the month of February, which ValueWalk has been able to review. Q4 2020 hedge fund letters, conferences and more Following this performance, the firm has returned +8.32% net for the year to the end of February. Read More

Below is a partial excerpt from Seth Klarman’s page followed by link to the full page, which can also be found under Value Investors tab on the top of the page.

Seth Klarman

Seth Klarman is relatively unknown outside value circles, despite his impressive record and value of assets under management. On average Baupost has returned 19% p.a. despite holding a large portion of its assets in cash. During the financial crisis, Seth Klarman’s funds lost somewhere between 7% and 13%, certainly outperforming the majority of its hedge fund peer group.

The group then rebounded during 2009, returning 27%. At the end of the second quarter of this year, Baupost announced yet another strong quarter, ending with the best month the group has had in terms of returns in more than five years, even though around 35% of the portfolio remained invested in cash. Around 14% of the portfolio was also invested in liquidating claims in the Lehman estate, according to the firm’s Q2 letter.

See full page here.

No posts to display