Seth Klarman on managing your portfolio in a crisis

Klarman’s strategy could give you an advantage in the current investing climate

Q1 2020 hedge fund letters, conferences and more

The Covid-19 pandemic has caused many investors to become cautious when it comes to buying equities. They may worry, for example, that the S&P 500 will return to a downward trend after its recent rebound from the three-year low it recorded in March.

Baupost Group chairman Seth Klarman’s advice on buying stocks could prove useful in the current climate. By using cycles to your advantage, focusing on the long term and being selective in terms of which stocks you buy, it is possible to invest effectively during an uncertain economic period.

Using cycles to your advantage

A brief glance at a long-term...