_best_ | Baupost Letter 2024 Pdf Exclusive

The Baupost Group’s 2024 annual letter highlights a strategic shift toward distressed debt, which now constitutes roughly 25% of the portfolio, up significantly from 5% two years prior. Additionally, the portfolio displays increased flexibility by incorporating high-growth, loss-making companies and reducing cash reserves to approximately 10%. For more details, visit

Klarman warns that the current environment is shaped by unprecedented policy responses that have distorted risk pricing.

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Alignment: He stressed the importance of having long-term oriented Limited Partners (LPs), noting that the firm often "floods" potential clients with materials to ensure they are prepared for the psychological toll of volatility. The Baupost Group’s 2024 annual letter highlights a

Public filings from 2024 and early 2025 reveal how Klarman translated this philosophy into action:

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Alignment with LPs: Klarman emphasized that 2024 was a year for ensuring total alignment between the firm's style and its investors' volatility tolerance. 📊 2024 Portfolio Shifts (Based on 13F Filings)

Method 2: The Institutional Subscription Large university endowments (Harvard, Yale) and pension funds (CalPERS, Ontario Teachers’) are Baupost LPs. Their libraries sometimes receive the physical letter. A research assistant at these institutions often scans the letter for internal use. If you are a student at Harvard Business School, you may find the 2024 letter on the Baker Library terminal (restricted to .edu IP addresses).