Seth Klarman
Market Value
US$3.72b
Holdings (25)
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Portfolio Summary
Seth Klarman is a USD portfolio that has returned -3.00% since inception.
Portfolio Snowflake
Fundamentals
A value Portfolio with limited growth.
Returns since Inception
-3.53%
Capital Gain
-US$136.14m
0.53%
Dividend Income
US$20.49m
-3.00%
Total Return
-US$115.65m
News
The latest Simply Wall St News coverage
Simply Wall St News
17 hours ago | Simply Wall St
Clarivate Second Quarter 2025 Earnings: Revenues Beat Expectations, EPS Lags17 hours ago | Simply Wall St
Viasat (VSAT) Is Up 13.5% After Defense Unit Spinoff Call and Major Gov't Contract Win – Has The Bull Case Changed?1 day ago | Simply Wall St
SoundHound AI (SOUN) Expands Voice AI Reach With Drive-Thru Innovator Acrelec PartnershipReturns
Portfolio volatility and the main contributors to returns
1.009
Portfolio Beta / Volatility
Portfolio Volatility vs Market
Historical Portfolio Value
Contributors to Returns
Diversification
The Portfolio diversification across companies and industries
Diversification By Company
Diversification Across Industries
Valuation
The value of the Portfolio based on future cash flows (where available) and price relative to the market
79.84x
Price Based on Earnings (PE)
Intrinsic Value based on Free Cash Flows
Price Based on Earnings
Price Based on Expected Growth
Price Based on Value of Assets
Future Growth
The expected growth in revenue and earnings over the next 1 to 3 years
40.40%
Expected Annual Earnings Growth
Future Annual Growth Analysis
Past Performance
The average performance ratios and growth over the past 5 years
4.04%
Historical Annual Earnings Growth
Return on Equity
Return on Assets
Return on Capital Employed
Financial Health
The average Portfolio debt to equity ratio ignoring financial institutions
66.32%
Portfolio Debt to Equity
Portfolio Debt Level
Dividends
The average annual dividend yield and top payers
13.97%
Equivalent to US$520,265,807 per year
List of Dividend Payers
| Company | Annual Yield | Annual Contribution |
|---|---|---|
| Liberty Global | 95.4% | US$72,345,662 |
| Liberty Global | 93.6% | US$425,479,595 |
| Fidelity National Information Services | 2.0% | US$8,926,534 |
| CRH | 1.6% | US$4,010,204 |
| Willis Towers Watson | 1.2% | US$5,724,817 |
| Jacobs Solutions | 0.9% | US$648,662 |
| WESCO International | 0.9% | US$373,374 |
| Eagle Materials | 0.5% | US$261,978 |
| Alphabet | 0.4% | US$2,494,980 |