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Archive for the ‘Seth Klarman’ Category

Absolute Return interviews Seth Klarman

Posted in Facet Biotech Corporation (NASDAQ:FACT), Seth Klarman, tagged , , , on June 7, 2010 | 8 Comments »

In The value of Seth Klarman (free registration required), Absolute Return has a rare interview with the president and portfolio manager of the 28-year-old Baupost Group. In the interview, Klarman discusses several of Baupost’s positions over the last twelve months, including the fund’s stake in Facet Biotech, which I fumbled last year: Around the same [...]

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Full notes of Seth Klarman’s CFA Institute Annual Conference interview

Posted in About, Seth Klarman, Stocks, Value Investment, tagged on May 25, 2010 | Leave a Comment »

Following on from the Klarman sees another lost decade for stocks post, here are the full notes of Seth Klarman’s interview with Jason Zweig at the CFA Institutes Annual Conference (via ZeroHedge):

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Seth Klarman’s Twenty Investment Lessons of 2008

Posted in About, Seth Klarman, Value Investment, tagged , on March 5, 2010 | 2 Comments »

Seth Klarman’s teachings, which I’ve covered on this site on several occasions (see, for example, Klarman on calculating liquidation value, on identifying catalysts, and on investing in liquidations), are always worth reading. In his most recent investor letter Klarman has provided a list of twenty investment lessons of 2008 (via the always superb Zero Hedge): Things that have never happened before are [...]

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Facet Biotech Corporation (NASDAQ:FACT) alternate slate withdrawn; Greenbackd exits

Posted in Activist Investors, Facet Biotech Corporation (NASDAQ:FACT), Robert. L. Chapman, Seth Klarman, Special Situation, Stocks, tagged , on May 7, 2009 | 4 Comments »

Dr. Roderick Wong has withdrawn his slate of director nominees for election at Facet Biotech Corporation’s (NASDAQ:FACT) 2009 annual meeting of stockholders. Wong’s withdrawal means that our investment thesis is gone, and we’re closing the position. We opened the position at $9.13 and closed it at $8.96, which means we’re down 1.86% on an absolute [...]

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Seth Klarman on Investing in Corporate Liquidations

Posted in About, Liquidation, Liquidation Value, Seth Klarman, Stocks, tagged , on March 20, 2009 | 1 Comment »

Today we complete our series on Seth Klarman, the founder of The Baupost Group, a deep value-oriented private investment partnership that has generated an annual compound return of 20% over the past 25 years, and the author of an iconic book on value investing, Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor [...]

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Seth Klarman on Catalysts

Posted in About, Catalysts, Liquidation, Liquidation Value, Seth Klarman, Share buy-backs, Stocks, tagged , , on March 19, 2009 | 10 Comments »

Following on from our earlier post, Seth Klarman on Liquidation Value, we present the second post in our series on Klarman’s Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. As we discussed in our first post, Klarman is the founder of The Baupost Group, a deep value-oriented private investment partnership that has [...]

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Seth Klarman on Liquidation Value

Posted in Liquidation Value, Net Current Asset Value, Net Quick Stocks, Net Quick Value, Seth Klarman, Stocks, tagged , , , on March 18, 2009 | 7 Comments »

Seth Klarman, the founder of The Baupost Group, an exceptionally well-performed, deep value-oriented private investment partnership, is known for seeking idiosyncratic investments. The Baupost Group’s returns bear out his unusual strategy: Over the past 25 years, The Baupost Group has generated an annual compound return of 20% and is ranked 49th in Alpha’s hedge fund rankings. [...]

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