Seth Klarman's Top 10 Long Ideas

Seth Klarman’s Top 10 Long Ideas

via SeekingAlpha.com: Home Page by The Manual of Ideas on 7/8/11

The Manual of Ideas submits: Seth Klarman, founder and president of The Baupost Group, is the author of Margin of Safety and one of the most widely respected value-oriented investors. Since inception in February 1983, The Baupost Group has delivered a compounded annual return of approximately 20%. The following are Klarman’s top 10 investment ideas, based on our proprietary MOI Signal Rank methodology. MOI Signal Rank answers the question, “What are this investor’s top 10 ideas right now?” Rather than simply presenting each investor’s largest holdings as of the recently filed quarter’s end, our proprietary methodology ranks the companies in a portfolio based on the investor’s current level of conviction, as judged by our proprietary methodology. The latter takes into account a number of variables, including the size of a position in an investor’s portfolio, the size of a position relative to the market value of the corresponding company, the most recent quarterly change in Complete Story »