1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
CanadianValue
CanadianValue
Articles (4624) 

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/

Rating: 1.3/5 (3 votes)

Comments

Please leave your comment:


GuruFocus Mobile App


User Generated Screeners


clyfoong24 dec screen
pbarker46Shiller PE & Low Payout
pbarker46PB Stocks, Canada
DANGORDONJ GREEN 1
doniemaherScreen #23 - Lo Debt, Profitab
pbarker46PB Stocks, USA
narrogYacktman&safe&cheap
okijuh1203
DANGORDONROC 12-4-16
OGCAMGDelisting risk
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)
FEEDBACK