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    Top Buys and Sells of Baupost's Star Manager Seth Klarman

    Mon, 06/20/2011 - 10:21 EDT - Seeking Alpha
    • ALR
    • ANV
    • AOI
    • AVEO
    • BBEP
    • CSE
    • ELOS
    • ENZN
    • Ganaxi Small Cap Movers
    • ITRN
    • MGAM
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    • REGN
    • SCMR
    • THRX
    • VOXX
    • VSAT

    Ganaxi Small Cap Movers submits:Summary: Hedge Fund Baupost with $1.6 billion in equity assets and headed by Stellar Investor Seth Klarman has returned market-beating over 20% compounded returns and is ranked fifth among hedge funds for generating the most gains for his investors since fund inception. Four attractive buys from his portfolio include satellite and wireless telecommunications systems and services provider Viasat (VSAT), biotech Theravance Inc. (THRX), medical products provider Alere Inc. (ALR) and Israel-based Ituran Location & Control (ITRN). Furthermore, telecommunications products provider Audiovox Corp. (VOXX) is a top sell by Baupost. Boston-based Hedge Fund Baupost Group LLC, headed by star Manager Seth Klarman, manages $23 billion with $1.6 billion of that invested in equities using a value investing philosophy. He has generated over 20% compound annual returns for his investors, and was ranked fifth in an article by the Financial Times in generating the most net gains at $12.5 billion for hisComplete Story »

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    • Q1 2012 Seth Klarman's Baupost $3B Filing: Analysis Of Top 3 High Conviction Buys And 5 Sells

      By Ganaxi Small Cap Movers:Boston-based Hedge Fund Baupost Group LLC, headed by star Manager Seth Klarman, manages $23 billion using a value investing philosophy, including $2.96 billion in U.S.-traded equities per its latest March 2012 quarter filing with the SEC on Friday.

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      Ganaxi Small Cap Movers submits:Summary: Hedge Fund Maverick Capital with $9.2 billion in assets under management and headed by Tiger Cub and Stellar Investor Lee Ainslie has returned market-beating 14.2% compounded returns between 1995 and 2009. Their major new conviction buys include Wells Fargo & Co. (WFC), Capital One Financial Inc.

    • Top Sector Buys and Sells of Tiger Global Management

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    • Seth Klarman's Baupost Group: New Positions in ADC Telecommunications and Solar Capital

      Market Folly submits:First up in our hedge fund coverage is Seth Klarman's Baupost Group. Klarman received his MBA from Harvard Business School and went to work for Baupost when he was 25. He has been there ever since and has been one of the most successful investors of our time.

    • 3 Buys, 1 Sell for U.K. Hedge Fund Children's Investment Fund Management

      Ganaxi Small Cap Movers submits:Summary: The Children’s Fund Investment Management LLP, a U.K.-based hedge fund headed by Chris Hohn, manages $7 billion in assets, including $1.6 billion in U.S. equity assets and an additional $3 billion in non-U.S. equity assets. Three attractive buys from its portfolio include global TV, radio and motion picture production company CBS Corp (CBS), United Parcel Service Inc.

    • Top New Buys and Sells of Hedge Fund Guru Mark Kingdon

      Ganaxi Small Cap Movers submits: Summary: Guru Mark Kingdon of Kingdon Capital Management has generated an outstanding 15%-18% long-term compounded return for investors in his hedge funds over the last 25 years, well ahead of the market index returns. His best new conviction buys include Citigroup (C), McDonalds Corp.

    • Top Buys and Sells From Small-Cap-Focused Van Berkom Associates

      Ganaxi Small Cap Movers submits: Montreal-based Van Berkom Associates (VBA), with $1.5 billion in equity assets under management, concentrates 100% of its activities on U.S. and Canadian small-cap companies. Its $856 million VBA U.S. Pension Fund has generated 12.83% annualized returns since fund inception in 2000, as compared to 6.0% for the benchmark Russell 2000 Index. The fund holds a concentrated portfolio of 42 positions, and its average holding period is three years.

    • 6 Buys From Australian Hedge Fund Manager Kerr Neilson

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    • Hedge Fund Baupost Group Updates Facet, ViaSat and Theravance Holdings

      Market Folly submits:Seth Klarman's hedge fund firm Baupost Group just recently filed a slew of disclosures with the SEC so let's break them down. Firstly, we'll start with the amended 13D and Form 4 regarding shares of Facet Biotech (FACT). As per the SEC filings, Klarman's fund sold 500,000 shares of FACT at a price of $26.96 on April 8th, 2010.

    • Seth Klarman's Top 10 Holdings: A Brief Analysis

      Osman Gulseven submits: Seth Klarman, the famous author of the $1000 book, "Margin of Safety," is a graduate of Cornell. He earned his MBA from Harvard Business School. Klarman leads the Baupost Group, a Boston-based private investment partnership. Since its inception, Baupos Group was able to beat the market with an annual return of 20%.

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