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  1. Elevance Health could benefit from Trump-era tariffs, leading Seth Klarman to recommend it as a cheap value stock.

Elevance Health was added to Seth Klarman's investment portfolio.

2 reports, 1 independent Updated Aug 29
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What happened

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Elevance Health was added to Seth Klarman's investment portfolio.

Who's involved

What this event is mainly about

How it developed

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  1. Klarman recommended Elevance Health as a cheap value stock due to potential Trump tariff benefits.1 source
  2. Elevance Health was added to Seth Klarman's investment portfolio.1 source

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The entities involved

Coverage

Newest first; wire copies grouped
  • Insider MonkeyHere’s Why Elevance Health (ELV) Traded Down in Q2 First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter. A copy of the
  • Insider MonkeyElevance Health, Inc. (ELV) Reports Q2 2025 Results; Mizuho Maintains ‘Buy’ Rating With $342 PT With a low price-to-earnings multiple and a significant presence in Seth Klarman’s investment portfolio