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

February 07, 2013 | About:
CanadianValue

CanadianValue

209 followers
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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