Seth Klarman on finding value and maintaining discipline
Jul 23, 2025•34 min
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Episode description
Seth Klarman, CEO and portfolio manager of The Baupost Group, is known for his unwavering focus on value. In this conversation with Goldman Sachs President and COO John Waldron, Klarman discusses how his philosophy fits into the current market environment, and how his approach to leading Baupost has evolved in his long career as a fund manager.
This session was recorded on May 27, 2025.
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