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Three Kings of Investment
Buffett | 1 Comments | Tue 24 Jul 2012
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When asked who he would like to manage his money upon retirement Warren Buffett answered with a list of three men. First is Seth Klarman of the Baupost Group, next is Greg Alexander of the Sequoia Fund and third is Li Lu who is principal of Himalaya Capital (and a former student Leader in Tianamen square - I recommend reading his truly inspirational book on the subject :- 'Moving the Mountain: My Life in China').

Given his love of his investment role - we don't expect Buffett to step down while he is fit and well, but considering his investment genius his answer certainly merits attention.   

Here are a few resources on these three kings: 

Seth Klarman

http://www.economist.com/node/21558274

This Economist article gives an excellent overview of Klarman's career  

Greg Alexander

http://www.scribd.com/doc/19364402/Ruane-Cunniff-Goldfarb-Investor-Day-2009-Transcript

A transcript of a Ruane Cunniff & Goldfarb Investor day in 2009 includes contributions from Alexander among other members of the Sequoia team.   

LiLu

http://cbs360.gsb.columbia.edu:8080/ess/echo/presentation/749b9e77-b822-456f-8784-9dff07518360

This legends of Value Investing video from Columbia Business School, recorded in Spring 2010, gives us a rare opportunity to experience a lecture from the man who manages Charlie Munger's money

 



Comments

1.
On 01/09/2012 00:11:39, Paul wrote:
This is a summary of the Sequoia Annual Meeting in May 2012. Greg Alexander participates. The Sequoia team give a superb performance. We can learn both about individual ideas and important aspects of fund management, performed with excellence.

http://www.sequoiafund.com/Reports/Transcript12.htm

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