Klarman's Aon stake tied to a $17B USI bet that pays off years out

Klarman's ~5.3% AON stake faces near-term drag from a big, debt-heavy bet: Aon is nearing a roughly $17B deal for broker USI, but the buyout isn't expected to lift EPS until 2028. Shares are already down 5.6% since July earnings, so patience is the trade here.