Seth Klarman: Finding Value Overseas And Controlling Risk

Seth Klarman is widely considered to be one of the best value investors of all-time. He has been able to achieve such outstanding Returns for his investors because of his focus on finding undervalued securities and focusing on risk more than anything else.

Controlling risk, limiting risk and risk management are always at the forefront of his investment strategy and this really comes through in his investor letters.

Klarman 2017 letter on

• Bitcoin
•  the danger of Chinese leverage
• Discipline while value investing in bubby times
• Value investing is not dead
• Radicalization of politics
• Dangerous FAANG valuations