Seth Klarman

Seth Klarman‘s hedge fund, Baupost Group, revealed several new stock positions in the fourth quarter and multiple changes to the fund's investment portfolio. Here's a look at the new positions as of Dec. 31. New Positions In the fourth quarter, Baupost took new stakes in several companies....

The Medicare Advantage trade just got repriced—by Washington. Donald Trump‘s administration proposed 0.09% rate hike for Medicare Advantage plans in 2027, a fraction of Wall Street's 4%–6% expectations, triggering a sharp selloff across the sector. Stocks of managed-care giants like CVS...

The Baupost Group hedge fund, run by Seth Klarman, revealed several new stock positions in the third quarter and multiple changes to the fund's investment portfolio. Here’s a look at the new positions as of Sept. 30 and the top changes made in the third quarter. New Positions In the third...

Baupost Group founder Seth Klarman once highlighted the importance of viewing investment risk with "vital clarity" urging investors to look beyond returns when assessing performance. What Happened: While return is measurable, Klarman argues in a 2004 year-end letter to investors that risk is...

Legendary hedge fund manager Seth Klarman credits a counterintuitive lesson from Warren Buffett for shaping his investment success — a lesson that runs counter to the usual "spread your bets" mantra. What Happened: In 2015, Klarman, who oversees the $30 billion Baupost Group, told the Financial...

In a recent development, Seth Klarman’s Baupost Group has reportedly decided against investing in the forthcoming U.S. closed-end fund by Bill Ackman. What Happened: The Boston-based hedge fund, Baupost Group, has declined to invest in the upcoming fund, according to people familiar with the...

Billionaire investor Seth Klarman is known for sharing similar principles in value investing to legendary investor Warren Buffett. In a previous interview, Klarman shared praise for Buffett and for the overall value investing strategy they have both popularized. Klarman's Advice: Klarman, who is...

Baupost Group CEO Seth Klarman believes we are in the midst of a challenging investing environment, plagued by an "everything bubble," yet there are still some places to put money to work. What To Know: The hedge fund manager, who rarely participates in interviews, recently appeared...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...

Charlie Munger once described the secret of success as “take a simple idea and take it seriously.” While that can be applied to many aspects of life, it is nowhere more important than in the stock market. The one simple rule to succeed in the markets doesn't involve fancy chart...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...

The 147th running of the Kentucky Derby will take place today. The race will feature 19 horses as of writing that will compete in the longest-running annual sporting event in the United States. The race will be aired on NBC Sports, a unit of Comcast Corporation (NASDAQ: CMCSA). The race and...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...

The latest round of 13F filings from institutional investors is out, revealing to the world the stocks that some of the richest and most successful investors have been buying and selling. Takeaways From 13F Season: Investors who follow particular fund managers can easily look up what each was...