Here enclosed is a link discussing Seth Klarman's reasons for choosing such companies
http://www.stockpickr.com/problog/11/
Written by Manpreet
Welcome to Value investor Haven! Our names are Lucas and Manpreet. We are both investors in the US and Singapore stock markets with the aim of eventually setting up a value driven partnership to beat the indexes. Since it is fate that you are touring our website, do feel free to leave us some of your valuable comments and feedback so that we can bask in the spirit of sharing and learning! You can contact us at valueinvestorhaven@gmail.com
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