Shareholder Letter·2020
Baupost Group: The Art of Contrarian Value Investing
Seth Klarman·Baupost Group
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Document Details
Author
Seth Klarman
Institution
Baupost Group
Year
2020
Topic
Capital Allocation Frameworks
Source Type
Shareholder Letter
Abstract
Seth Klarman's approach to contrarian value investing at Baupost, emphasizing patience, discipline, and the willingness to hold cash when opportunities are scarce.
