- Both Pabrai and Klarman have huge cash positions, but what’s interesting is that they both rebalance their positions in relation to the risk.
Introduction
Monish Pabrai and Seth Klarman are among the top value investors managing significant sums of money.
Pabrai is a Buffett devotee. You can read more about him in our article here, or read his book The Dhando Investor: The Low Risk Method to High Returns.
Klarman is the manager of the Baupost Group, a $30+ billion hedge fund. He’s also famous for his book The Margin of Safety. The book is a bit pricey, but you can read my series of articles about the book here. More →
