Klarman’s European Adventure – Vivendi

The secretive hedge fund manager Seth Klarman, founder of Baupost Group, is rightfully regarded as one of the best value investors in the world. His fund’s portfolio is usually filled with unlisted investments like distressed debt, put and call options on gold and long-dated bonds, quirky real estate holdings, potato farms with 'higher and better use' potential and other esoteric holdings of which the outsider has little knowledge. But, each quarter, in line with American laws, the fund discloses its position in US-listed stocks. Here is the latest quarterly filing from Baupost, showing its 20 US-listed equity positions as at...

The secretive hedge fund manager Seth Klarman, founder of Baupost Group, is rightfully regarded as one of the best value investors in the world.

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