Who do you trust more? Temasek Holdings or Seth Klarman?

August 9, 2012 at 10:23 am Leave a comment

Seth Klarman, one of the world’s best value investor runs Baupost Fund which has an anuual compounded return of about 20% since 1982. Temasek Holdings said that they have a return of 17% since 1974.

Baupost Group uses no leverage and is closed to new investors. In fact,it holds a sizeable amount of cash and has returned funds back to investors due to lack of opportunities. Temasek Holdings is beginning to use leverage and its staff strength is larger than Baupost Fund. Christopher Balding has questioned Temasek Holdings returns whether it is more due to investment prowess or transfer of assets from state to Temasek Holdings.

Seth Klarman has warned of market rally induced by cheap money from central bankers.With the market reaching new heights, it is time to be cautious again.


Entry filed under: Watch your step.

Cerebos Pacific delisting: A cash cow being taken away Why Gold price is destined for a fall?

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Trackback this post  |  Subscribe to the comments via RSS Feed

Recent Posts

August 2012
« Jul   Sep »


Blog Stats

  • 42,954 hits

%d bloggers like this: