Date updated:08-18-2008
As of 6-30-08 filing
Seth Klarman is a well known value investor who has run The Baupost Group since the early 1980s. The Baupost Group manages around $5 billion and has posted stellar annualized returns of nearly 20% per year since inception.
New positions: UNH, CSE, VSAT, PPD, CVP
In the plast, Klarman has been quoted as saying “The Baupost Group seeks situations triggered by urgent, panicked, or mindless selling.” Klarman also tends to emphasize the importance of risk management in value investing, and as a result will often times opt for doing nothing as opposed to putting his clients capital at risk.
Klarman started Baupost shortly after receiving his MBA from Harvard in 1982 with $27 Million in investments from wealthy families. According to a BusinessWeek profile of him in August of 2006, since then Klarman has returned 6,133% net of fees.
In 1991 he published a book titled “Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.” Long out of print, the book now sells for anywhere from $700 to $1200 on Amazon and Ebay, and has a dedicated following among value investors and business school students alike.
On the concept of Margin of Safety.

-
WLP
Wellpoint Inc - $48.56
- +2.30%
- $47.41
% of portfolio: 13.2%

-
NWS-A
News Corp Cl A - $8.51
- 0.00%
- $N/A
% of portfolio: 9.2%

-
EXH
Exterran Holdings - $21.21
- 0.00%
- $20.66
% of portfolio: 8.1%

-
PDLI
Pdl Biopharma - $7.01
- 0.00%
- $7.00
% of portfolio: 7.9%

-
UNH
Unitedhealth Grou - $28.10
- 0.00%
- $27.72
% of portfolio: 6.1%

-
UFS
Domtar Corp - $1.35
- 0.00%
- $1.41
% of portfolio: 6.1%

-
LINE
Linn Energy - $20.42
- +2.20%
- $20.00
% of portfolio: 5.2%

-
THRX
Theravance - $14.45
- +4.71%
- $13.88
% of portfolio: 3.7%
- No Blogs Found
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Highbridge Statistical...
- 3. Joel Greenblatt
- 4. Amana Trust Growth - A...
- 5. Fidelity International...
- show all
- Top Do-It-Yourself Portfolios
- » agtest1
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Stockpickr Staff Posted on July 2, 2009 Developments in the stem cell world are starting to get very interesting. On Tuesday, General Electric (GE) signed an exc...
By Rebecca Corvino Posted on July 2, 2009 Every day, Stockpickr members are creating and sharing stock ideas with each other through various platforms. If you're not al...
By Rebecca Corvino Posted at 12:30 p.m. EDT on July 2, 2009 Making Thursday's headlines and sending stocks lower were reports that June saw the loss of 467,000 more job...
By Stockpickr Staff Posted on July 2, 2009 Some investors assume that at this time of year, it's the summer doldrums for the stock market. After all, as the saying goe...
A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned today on TheStreet.com TV. Click the URL below each stock to watch the videos. more
Here are some stocks that moved up on unusual volume on July 1, 2009. more
Here are the latest Activist or "13D" situations from the StreetInsider.com 13D Tracker page found at: http://www.13dtracker.blogspot.com/.... more








11/18/2007 11:03 AM CST Asked by nycfancy
Dear Mr. Klarman,
I love GOOG, BIDU and AAPL, I just bought some on Nov 15, what do you think about those stocks. Thanks
Lily
09/29/2007 10:11 AM CDT Asked by -2cents
The opportunity to buy panick selling stocks in UK still exists. The bank Northern Rock in the UK was a great recent opportunity.
bridging loans
bridging finance and
Adverse credit mortgage
Buy to Let Mortgage
08/07/2007 01:54 AM CDT Asked by blubken
Hello Mr. Klarman,
If would wouldn't mind taking a few moments to view my portfolio I would appreciate it. I am trying to get professional's opinions. Thank you from a new investor.
-blubken