Miguel Fidalgo learned his trade under one of the world most regarded value investor, Seth Klarman. After leaving Klarman’s Baupost Group at the beginning of 2015, Fidaglo set up his own value fund, Triarii Capital a few months after.
According to the firm’s October 20th third-quarter letter to investors, a copy of which has been reviewed by VaueWalk, Triarii returned -0.99% for investors during the third quarter as the profits from winning positions were offset by losses stemming from the firm’s generic drug sector and Greek bank bets.
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Like his mentor, Fidalgo searches the world for mis-priced assets, and his hunt often leads to the debt markets. One such trade described...
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