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CanadianValue
CanadianValue
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John Burbank (Passport Capital) - 17% of His Capital Invested in Saudi Arabia

February 07, 2013 | About:
John Burbank is one of the more interesting hedge fund managers to watch. He nailed the housing bubble and bust. Here is where he is now investing:

- His concern over the current stock market valuation is that profit margins are at all time highs. If you believe profit margins can be sustained then the market is cheap; if you don't then it isn't.

- He is overweight companies in mining, basic materials and energy where he finds the most inefficient market pricing.

- Saudi Arabia is the region that he is most overweight as he has 17% of his capital invested there.



About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

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