Seth Klarman - Baupost Group
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average rating: 3.87 / 206 ratings
DESCRIPTION:
Date updated:03-02-2008
As of 12-31-07 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: LINE, APL, HEK, TOH, NAQ, TCW, PAX, EPE, AHD, AOI, BBEP
Sold out of: BR, GLG, GAV, PRTS, III, HTX
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.
-
SLM
Slm Corporation - $21.72
- 0.00%
- $21.85
% of portfolio: 14.07%
-
NWS-A
News Corp Cl A - $18.99
- -0.68%
- $18.90
% of portfolio: 8.15%
-
LINE
Linn Energy Llc U - $22.49
- -0.27%
- $22.55
% of portfolio: 8.08%
-
UFS
Domtar Corp New - $6.03
- -4.29%
- $6.33
% of portfolio: 7.35%
-
FAF
First Amer Corp - $35.89
- +2.11%
- $35.31
% of portfolio: 5.7%
-
APL
Atlas Pipeline Pt - $42.93
- -0.84%
- $43.20
% of portfolio: 5.43%
-
EXH
Exterran Holdings - $73.48
- -1.34%
- $74.60
% of portfolio: 4.44%
-
HRZ
Horizon Lines Inc - $10.71
- -1.74%
- $10.89
% of portfolio: 4.36%
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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