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Seth Klarman

Margin of Safety; absolute returns, distressed value, cash-as-option

Seth Andrew Klarman is an American billionaire investor, hedge fund manager, and author. He is a proponent of value investing. He is the chief executive and portfolio manager of the Baupost Group, a Boston-based private investment partnership he founded in 1982.

#8Value Investors

62/ 100

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Top 100 Value Investors

Rank #8·Margin of Safety; absolute returns, distressed value, cash-as-option

Bibliography

Sources by Seth Klarman

1source

Book

Margin of Safety

Appears alongside

Top neighbors of Seth Klarman

8people

Arlington Value; quiet 30%+ CAGR, "Tao of value"

Álvaro Guzmán de Lázaro

azValor; Spanish deep-cyclical contrarian

Turtle Creek; concentrated Canadian value, 20%+ CAGR

Fidelity UK / China; contrarian special situations

Aswath Damodaran

NYU "dean of valuation"; story-to-numbers DCF discipline

Epsilon Theory; narrative-aware value and meta-game

GMO; 7-year forecasts, valuation-driven asset allocation

Benjamin Graham

Father of value investing; net-nets, margin of safety, Mr. Market (Security Analysis, The Intelligent Investor)

Last updated

10 May 2026

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