GuruFocus Premium Membership

Professional Value Investing Tools at Affordable Prices

Try It 100% for 7 Days!

Articles (4525) 

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:


Rating: 1.3/5 (3 votes)


Please leave your comment:

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)