Seth Klarman在价值股票上下注,并看到随着利率下降在信贷、房地产方面的机会。 Seth Klarman bets on value stocks and sees opportunities in credit, real estate as interest rates drop.

Baupost Group 负责人 Seth Klarman 看好几只价值股，包括 WESCO International、Eagle Materials、Solventum Corp、Willis Towers Watson、Fidelity National Information Services、Dollar General 和 Clarivate Plc。 Seth Klarman, head of Baupost Group, is bullish on several value stocks, including WESCO International, Eagle Materials, Solventum Corp, Willis Towers Watson, Fidelity National Information Services, Dollar General, and Clarivate Plc. Klarman的战略侧重于价值低估的资产,十年来平均回报率达到20%。 Klarman's strategy focuses on undervalued assets, generating a 20% average return over a decade. 他谨慎支持人工智能,主张监管以防止失业和经济不稳定. He supports AI cautiously, advocating for regulation to prevent unemployment and economic instability. 随着利率下降,Klarman认为信贷和房地产部门具有潜力。 With interest rates declining, Klarman sees potential in credit and real estate sectors.