seth klarman

Patrick Poke

Seth Klarman, CEO and Portfolio Manager of the US-based hedge fund, Baupost Group, has been touted widely as “the next Warren Buffett”. The nickname The Oracle of Boston (a reference to Buffett’s “Oracle of Omaha” nickname) has even been used to reference him. However, unlike Berkshire Hathaway, which is a... Show More

Patrick Poke

Seth Klarman's annual letter to Baupost investors does the rounds at Davos (and I've got a copy to share with you); Capital Economics forecasts the AUD to fall to 60c; and NAB data suggests Christmas spending will disappoint. Here's what's happening in markets today. Show More

Clime Asset Management

Small-caps offer opportunities for outsized returns, however it’s also an area in which to be especially cautious. Simply buying a basket of smaller companies in recent years probably wouldn’t have yielded good results, as the chart below starkly reminds. You have to be selective. Show More

Livewire Exclusive

The iconic value investor, and CEO of $27 billion hedge fund Baupost, Seth Klarman, has lived and breathed markets for 35 years. Today he’s nervous. Here are 6 warnings from him that you should keep in mind when investing today. Show More

Livewire News

Seth Klarman is betting on oil. According to GuruFocus, Seth Klarman took a new position in Bellatrix Exploration Ltd (BXE), an oil and gas company operating in Canada's Sedementary Basin. Klarman's $28.5 billion Baupost Group returned 8% last year, Bloomberg reported, its sixth consecutive year of gains. The value of... Show More