John Burbank

Last Update: 2014-11-14

Number of Stocks: 240
Number of New Stocks: 124

Total Value: $7,069 Mil
Q/Q Turnover: 19%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

John Burbank' s Profile & Performance

Profile

John H. Burbank III is the Chief Investment Officer of Passport Capital LLC, the global investment firm he founded in 2000. Burbank studied English at Duke University, and taught English in China after college, where he developed his interest in emerging markets. The firm began with only $800,000, and now manages a portfolio worth more than $3.5 billion.

Investing Philosophy

The San Francisco-based firm employs top-down macroeconomic to achieve risk-adjusted returns. Global Strategy, the firm’s flagship vehicle, primarily focuses on public equities, while investing in other asset classes such as commodities, currencies, and interest rates. Its long-short strategy is primarily composed of liquid, equity investments. Its special opportunities strategy aims to earn long-term returns through a concentrated portfolio of public and private investments.

Total Holding History

Top Ranked Articles

John Burbank's Presentation From The Value Investing Congress
I am lucky enough to be attending the Value Investing Congress. I took extensive notes on every speech and hope to post each one on GuruFocus over the next few days, in addition I will be posting a couple of interviews I plan on conducting. To follow my live updates from the Congress sign up for my Twitter alerts http://twitter.com/valuewalk Read more...
Agrium Has 50% Upside? One Hedge Fund Thinks So
Another hedge fund showing interest in the agriculture space emerged on Monday, Oct. 1, 2012. Barry Rosenstein, the founder of the $3.5 billion Jana Partners LLC presented his case to split up Agrium at the Value Investing Conference in New York on Oct. 1, 2012. You can find the entire presentation here. Read more...
Mandel More Than Quadruples His Stake of Kinder Morgan Inc.
Lone Pine Capital founder, Steve Mandel, has purchased more than 54 million shares of Kinder Morgan Inc. (KMI), reported Oct. 17 on GuruFocus Real Time Picks. Read more...
A Rare Treat – Passport Capital’s John Burbank on Bloomberg
Passport is one of my favorite hedge fund managers to read quarterly reports from. I can’t recall ever seeing founder John Burbank on one of the financial networks before. He is a little different than the usual hedgie. Read more...
John Burbank 'Likes Internet,' Adds Yelp to Slew of Internet Holdings
John Burbank has disclosed ownership of 6.3% of Yelp Inc. (YELP), According to GuruFocus Real Time Picks. The manager of global investment firm Passport Capital bought 1,065,261 shares of the company on Jan. 25, when the price was $21.17, on average. Read more...
» More John Burbank Articles

Commentaries and Stories

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Weekly 3-Year Low Highlights: PKX, UTEK, LF, MVC
According to GuruFocus list of 3-year lows; POSCO, Ultratech Inc, Leapfrog Enterprises Inc, and MVC Capital Inc. have all reached their 3-year lows. More...

WEEKLLY, 3, YEAR, LOW, HIGHLIGHT


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Apart from the Nice-Looking Dividend Yield, This Stock Is Not Cheap
In this article, let's take a closer look at Frontier Communications Corporation (FTR), where we recently determined that, according to the relative valuation, the stock is trading higher and as a result, it is difficult to identify if there exists an adequate margin of safety to buy the stock. More...

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Archer-Daniels-Midland Is a Major Processor Expanding Abroad
In this article, let's take a look at Archer-Daniels-Midland Company (ADM), a $32.77 billion market cap company that is one of the world's leading agribusiness concerns with major market positions in agricultural processing and merchandising. More...

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5-year lows: Petroquest Energy Inc, Entropic Communications Inc, Hercules Offshore Inc, and Swift Energy Co.
According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Petroquest Energy Inc, Entropic Communications Inc, Hercules Offshore Inc, and Swift Energy Co. More...

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Weekly 3-Year Low Highlights: ANF, UVV, RAVN, KOP
According to GuruFocus list of 3-year lows, Abercrombie & Fitch Co, Universal Corp, Raven Industries Inc, and Koppers Holdings Inc have all reached their 3-year lows. More...

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Weekly CEO Buys Highlight: AM, UPLD, MEMP, X, OPK
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

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Hedge Fund Passport Capital Buys Yahoo!, Dollar General Corp, Liberty Global, Sells Qihoo 360, Vipshop, Charter Communications
Hedge Fund Passport Capital Buys Yahoo!, Dollar General Corp, Liberty Global, Sells Qihoo 360, Vipshop, Charter Communications More...

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Yum!'s Growth Opportunity
In this article, let's take a look at Yum! Brands Inc. (YUM), a $31.85 billion market cap company, which operates, franchises, or licenses the largest number of fast food restaurants in the world, with more than 40,000 units in over 125 countries, including the KFC, Pizza Hut and Taco Bell chains. More...

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Reasons to Bet on Caterpillar
In this article let's take a look at Caterpillar Inc. (CAT), the world's largest producer of earthmoving equipment, and a big maker of electric power generators and engines used in petroleum markets, and mining equipment. More...

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Should You Buy a 9.4% Dividend Yield Stock?
In a recent article from MarketWatch titled “10 S&P 1500 dividend stocks with yields up to 9.14%” it was analyzed the highest-yielding companies that have declared dividends for at least the past five full calendar years and not discontinue them in the last four years. More...

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Las Vegas Sands Has Attractive Growth Opportunities Ken Fisher,John Burbank,George Soros,Chuck Royce,J - Las Vegas Sands Has Attractive Growth Opportunities
In this article, let's take a look at Las Vegas Sands Corp. (LVS), a $50.2 billion market cap company, which is a company that operates casinos in Las Vegas, Nevada; Macau, China; Bethlehem, Pennsylvania; and Singapore. More...

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A Good Stock to Buy: Micron Technologies
In this article, let's take a look at Micron Technology, Inc (MU), a $31.74 billion market cap company, which is a manufacturer of semiconductor memory products, including DRAM and NAND flash memory, as well as image sensors. More...

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This E&P Firm Is Attractive Enough
In this article, let's take a look at Cabot Oil & Gas Corporation (COG), a $14.21 billion market cap company, which is an independent oil and gas company engaged in development, exploration and production in North America More...

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Weekly 3-Year Low Highlights: UAN, CLD, EXEL, QNST
According to GuruFocus list of 3-year lows; CVR Partners LP, Cloud Peak Energy Inc, Exelixis Inc, and QuinStreet Inc have all reached their 3-year lows. More...

WEEKLY, 3, YEAR, LOW, HIGHLIGHTS


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Resolving the Main Question on Hedge Fund Manager´s Minds After Gold´s Rally Jean-Marie Eveillard,John Burbank - Resolving The Main Question On Hedge Fund Manager´s Minds After Gold´s Rally
After the rally of the first half of 2014, in which gold beat all the other investments such as commodities and equities, Hedge funds are reducing their positions in this "safe-haven" asset. More...

GOLD


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Apple's ROE at the Top of the Computer Systems Industry
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Apple Inc. (AAPL). More...

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Ten Years Earlier or Later, I Will Continue Recommending Apple
In this article, let´s consider a giant that went public a decade ago, Apple Inc. (AAPL). The $593 billion market cap has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 15.6x vs Industry Median 30.2x). More...

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Guru Stocks at 52-Week Lows: UBS, MFG, CS, HSY, COG
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. More...

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John Burbank Decreases Stake in Sungy Mobile By 28 Percent John Burbank - John Burbank Decreases Stake In Sungy Mobile By 28 Percent
John Burbank (Trades, Portfolio) revealed that he decreased his shareholding of Sungy Mobile Ltd. (GOMO) by 28.5% in a filing dated July 17, according to GuruFocus Real Time Picks. More...

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John Burbank Amps up Stake in Chinese Mobile App Company John Burbank - John Burbank Amps Up Stake In Chinese Mobile App Company
Guru John Burbank (Trades, Portfolio) of Passport Capital reported a rather sizeable increase in his portfolio earlier this week as reported by GuruFocus Real Time Picks. Burbank is the Chief Investment Officer and Managing Member of Passport Capital which he founded in 2000. Passport Capital managed approximately $3.9 billion in assets, as of June 30, 2014, and utilizes a combination of macroeconomic analysis, fundamental research and quantitative tools to pick its stocks. More...

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