(yes, that little bit of voyeur in me likes to look at the 13Fs
filed by portfolio managers that I really admire) What piqued my interest was that Klarman seemed to view BBEP as a bit of an inflation hedge, or at least that was my interpretation from the several interviews with him that referenced his position.
As of October 20, 2014, the SAI
filing did not indicate any stake
by the
portfolio managers or trustees in the new fund.