Famous Value Investing Partnerships

This episode offers a detailed analysis of five significant investment partnerships, Warren Buffett’s early partnerships, Charlie Munger’s partnership, Li Lu’s Himalaya Capital, Oaktree Capital Management, and Seth Klarman’s Baupost Group. It compares their legal structures, governance models, investment strategies, and fee arrangements. The analysis also covers their tax considerations, performance history, and unique operational characteristics. The goal is to provide insights into forming and operating similar successful limited partnership funds by highlighting the choices and practices that contributed to the longevity and performance of these notable examples.

Disclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All financial data and analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for informational purposes only and does not constitute investment advice. Conduct your own due diligence with licensed financial advisor before making investment decisions. LuLu Ventures LLC has no duty or obligation to update the information contained herein. Further, LuLu Ventures LLC makes no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. This content is being made available for educational and informational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.

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