How Did John Maynard Keynes Perform As An Investor? via Pat Light, CFA Institute
David Chambers says that the story of Keynes the investor was not “one of unqualified success,” adding that “for the first decade, [Keynes] kind of matched the market, and for a period of three years in the late 1920s, he actually was substantially behind the market.”
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
Chambers talked with Barbara Petitt, CFA, head of journal publications at CFA Institute, about the article.