As a part of his fireside chat at the Harvard Investment Conference held on April 15, 2024, Klarman shared his view of the current state of the market, and where he sees pockets of investing opportunities, according to notes obtained by Hedge Fund Alpha.
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According to Klarman, the market is far more efficient than it was 40 years ago. More retail, individual, and institutional investors are in play, and overall there is more capital to work with.
A big difference in today’s market is the availability of information. Everything is much easier to get to, and that leads to faster reactions in the market.
