Seth Klarman On Finding Pockets Of Opportunities In Today’s Increasingly Efficient Markets [Exclusive]

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Jacob Wolinsky
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Stock Picking

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.

Also see: Klarman Likes Distressed Real Estate at Bargain Prices Amid Post-COVID Slump [Exclusive]

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.

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at) FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.