Another Merit Badge For Liquid Alternatives?

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Another Merit Badge for Liquid Alternatives?

When the curtain came down on 2014, liquid alternative funds surprised a lot of people by outperforming hedge funds, their more experienced, more glamorous alternative investment cousins. After all, the reasoning goes, liquid alts are more constrained than hedge funds, so they should underperform. I disagree. The fact is that the competitive landscape has changed. Since…

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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