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Full Notes From Seth Klarman's CFA Institute Presentation
Zero Hedge has said much about Klarman's presentation before the CFA Institute last week. For those, like us, who enjoy picking the Baupost big man's brain, below we provide the full notes by Cameron Wright on Klarman's discussion with the WSJ's Jason Zweig from the CFA Institute annual conference.
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Anybody know Baupost's return numbers for 2008 and 2009? It appears hard to get any numbers at all.
http://www.msnbc.msn.com/id/37309788/ns/world_news-asiapacific/
Possible to post PDF???
Using his 2008 philosophy, he would be going 30% Texas Rangers and Greek/Spanish banks right now.