5 High Growth Value Stocks to Invest in According to Seth Klarman

In this piece, we will take a look at the five high growth value stocks to invest in according to Seth Klarman. If you want to learn more about value investing, check out 13 High Growth Value Stocks to Invest in According to Seth Klarman.

5. Gray Television, Inc. (NYSE:GTN)

Number of Q4 2023 Hedge Fund Shareholders: 23

Average 3-Year Revenue Growth Rate: 11.28%

Baupost Group’s Q4 2023 Stake: $33.6 million

Gray Television, Inc. (NYSE:GTN) is a television broadcaster headquartered in Atlanta, Georgia. It has spent 2024 trying to attract basketball viewers, by signing deals with the Atlanta Dream, Dallas Mavericks, and Cleveland Cavaliers.

23 out of the 933 hedge funds profiled by Insider Monkey had invested in Gray Television, Inc. (NYSE:GTN) during Q4 2023. Anand Desai’s Darsana Capital Partners owned the biggest stake which was worth $46.9 million.

4. Jazz Pharmaceuticals plc (NASDAQ:JAZZ)

Number of Q4 2023 Hedge Fund Shareholders: 42

Average 3-Year Revenue Growth Rate: 17.5%

Baupost Group’s Q4 2023 Stake: $102 million

Jazz Pharmaceuticals plc (NASDAQ:JAZZ) is a biotechnology company headquartered in Dublin, Ireland. The shares are rated Strong Buy on average, and the average share price target is $189.

As of December 2023 end, 42 out of the 933 hedge funds tracked by Insider Monkey had held a stake in the firm. The largest Jazz Pharmaceuticals plc (NASDAQ:JAZZ) hedge fund shareholder is Bernard Horn’s Polaris Capital Management through its $155.8 million investment.

3. Alphabet Inc. (NASDAQ:GOOG)

Number of Q4 2023 Hedge Fund Shareholders: 166

Average 3-Year Revenue Growth Rate: 18.98%

Baupost Group’s Q4 2023 Stake: $415 million

Alphabet Inc. (NASDAQ:GOOG) is one of the biggest technology companies in the world. The firm appears to be in for a tough year as the tail end of March has seen the European Union open an investigation into it and its mega cap peers for restrictive software application marketplace practices.

After digging through 933 hedge fund holdings for their fourth quarter of 2023 investments, 166 out of the 933 profiled by Insider Monkey had bought Alphabet Inc. (NASDAQ:GOOG)’s shares. Ken Fisher’s Fisher Asset Management was the biggest investor as it held a $6.3 billion stake.

2. Clarivate Plc (NYSE:CLVT)

Number of Q4 2023 Hedge Fund Shareholders: 33

Average 3-Year Revenue Growth Rate: 27.98%

Baupost Group’s Q4 2023 Stake: $236 million

Clarivate Plc (NYSE:CLVT) is a global information technology company that serves the needs of the legal, healthcare, and other industries. The firm has been doing well financially compared to other financial peers, as it has beaten analyst EPS estimates in all four of its latest quarters.

As of December 2023 end, 33 out of the 933 hedge funds part of Insider Monkey’s database had invested in the firm. Clarivate Plc (NYSE:CLVT)’s largest hedge fund shareholder is Leonard Green’s Leonard Green & Partners as it owns $1 billion worth of shares.

1. Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Number of Q4 2023 Hedge Fund Shareholders: 56

Average 3-Year Revenue Growth Rate: 57.03%

Baupost Group’s Q4 2023 Stake: $287 million

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a global media and entertainment company headquartered in New York City. The firm’s partnership with Fox and ESPN for sports content saw an important development in March 2024 when it hired a former Apple executive as its CEO.

By Q4 of 2023 end, 56 out of the 933 hedge funds part of Insider Monkey’s database had bought Warner Bros. Discovery, Inc. (NASDAQ:WBD)’s shares. Natixis Global Asset Management’s Harris Associates was the biggest investor through its $904 million stake.

Should you invest $1,000 in Warner Bros right now?

Before you buy stock in WBD, consider this:

The Insider Monkey Quarterly Newsletter just identified what we believe are the 14 best stocks for investors to buy now… and WBD wasn’t one of them. The 14 stocks that made the cut could produce monster returns in the next few months.

Quarterly Newsletter is your easy-to-follow blueprint for building a winning portfolio.  It includes stock picks from billionaires, regular updates from hedge fund investor letters, and 14 fresh stock picks each quarter. The Quarterly Newsletter service has more than doubled the return of S&P 500 since 2014.

See the 14 stocks

Disclosure: None. You can also take a look at 11 Most Undervalued Cybersecurity Stocks To Buy According To Analysts and 20 Largest Companies in the World by Market Cap in 2024.

Insider Monkey focuses on uncovering the best investment ideas of hedge funds and investors. Please subscribe to our daily free newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Follow Insider Monkey on Twitter