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Baupost Q1 Letter: Discipline And Focus Is Key For Value Investing Today

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Rupert Hargreaves
Published on
Updated on
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As market valuations have reached all-time highs over the past 12 months, value investors have been faced with a difficult environment. High valuations coupled with disruption means that it's now harder than ever before for value investors to find diamonds among the rough.

Warren Buffett has reacted by allowing Berkshire Hathaway cash reserves to build to unprecedented levels, and other value-focused managers have followed suit. Investors who would have traditionally placed themselves into the value bucket have also been expanding outside of the traditional value hemisphere. Indeed, according to dataroma.com, which tracks the portfolios of 64 value...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.Rupert covers everything value investing for Hedge Fund Alpha