Reading through Patrick Poke’s article yesterday analysing Seth Klarman’s annual letter for Baupost Group (“Klarman: A Buying Opportunity”), a particular passage stood out. Unsurprisingly, not least because of our history in championing the strategy, the passage focused on reducing correlation to broader equity markets. In our most recent Livewire article, “The Little Known Buffett Strategy”, … Continue reading Livewire Exclusive: Klarman, Buffett, and Beating the Market