John Burbank

Last Update: 05-16-2018

Number of Stocks: 6
Number of New Stocks: 4

Total Value: $75 Mil
Q/Q Turnover: 71%

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: Missing Goldilocks’ 'Just Right' Porridge The Passport Fund manager scored a huge return in 2007, but since then has struggled to generate positive returns and keep client assets
When the 2007 annual results were released, John Burbank (Trades, Portfolio) of Passport Capital was a star. He had racked up a spectacular 219%. Read more...
John Burbank Reduces Parsley Energy, AMD Positions, Exits Facebook Some of the guru's largest 3rd-quarter sales
John Burbank (Trades, Portfolio) is the founder of Passport Capital LLC, a global investment firm headquartered in San Francisco. During the first six months of the year, the fund had a negative performance of -7.6%. In the third quarter, the investor sold shares of the following stocks. Read more...
American International Group CEO Invests in Company Insider purchases 80,000 shares
Brian Duperreault (Insider Trades), newly appointed president and CEO of American International Group Inc. (AIG), bought 80,000 shares on May 18. The average price per share was $61.48, for a total transaction of $4,918,400. Read more...
» More John Burbank Articles

Commentaries and Stories

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Rating: 5.0/5 (1 vote)

Burbank Betting Big on Bitcoin John Burbank comments on his cryptocurrency investments and what he views as the biggest macro trend at this moment John Burbank - Burbank Betting Big On Bitcoin
John Burbank (Trades, Portfolio) of Passport Capital is joining the select company of guru crytocurrency bulls. It took until 2016 before the first money manager of any fame became involved with cryptocurrencies, that person being Murray Stahl (Trades, Portfolio) of Horizon Kinetics. Bill Miller is another early adopter who got much attention when the hedge fund he manages consisted of 50% bitcoin. Burbank went big, setting up a dedicated cryptocurrency fund, including cryptocurrencies into Passport’s existing special situations fund and launching a crypto fund of funds. More...

BITCOIN, ETHEREUM, RIPPLE, BITCOIN CASH, BLOCKCHAIN


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Passport’s John Burbank on Crypto: ‘All’ Institutions Will ‘Have to Invest’ Burbank recommends Japan's SBI Holdings John Burbank - Passport’s John Burbank On Crypto: ‘All’ Institutions Will ‘Have To Invest’
CNBC spoke on Tuesday with Passport Capital founder John Burbank (Trades, Portfolio), who in January launched a cryptocurrency hedge fund. More...

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John Burbank Reduces Parsley Energy, AMD Positions, Exits Facebook Some of the guru's largest 3rd-quarter sales John Burbank - John Burbank Reduces Parsley Energy, AMD Positions, Exits Facebook
John Burbank (Trades, Portfolio) is the founder of Passport Capital LLC, a global investment firm headquartered in San Francisco. During the first six months of the year, the fund had a negative performance of -7.6%. In the third quarter, the investor sold shares of the following stocks. More...

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Rating: 4.5/5 (2 votes)

John Burbank: Missing Goldilocks’ 'Just Right' Porridge The Passport Fund manager scored a huge return in 2007, but since then has struggled to generate positive returns and keep client assets John Burbank, Prem Watsa, John Hussman - John Burbank: Missing Goldilocks’ 'Just Right' Porridge
When the 2007 annual results were released, John Burbank (Trades, Portfolio) of Passport Capital was a star. He had racked up a spectacular 219%. More...

GURUS, JOHN BURBANK, PASSPORT CAPITAL, HEDGE FUNDS, GLOBAL INVESTMENT, GLOBAL STRATEGY, MACROECONOMICS, INVESTMENT THEMES, RISK MANAGEMENT, QUANTATATIVE, MISPRICING, PREM WATSA, JOHN HUSSMAN, EMERGING


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Hedge Fund Managers Run Away From British American Tobacco Despite holdings reductions, the stock is up in the past 3 months John Rogers, John Burbank, Jim Simons, Ken Fisher, - Hedge Fund Managers Run Away From British American Tobacco
British American Tobacco PLC (NYSE:BTI) sells tobacco products in about 180 countries, of which it holds a leadership position in several. Dunhill, Kent, Pall Mall, Lucky Strike and Rothmans account for a significant portion of its sales. More...

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American International Group CEO Invests in Company Insider purchases 80,000 shares John Burbank,Richard Pzena - American International Group CEO Invests In Company
Brian Duperreault (Insider Trades), newly appointed president and CEO of American International Group Inc. (AIG), bought 80,000 shares on May 18. The average price per share was $61.48, for a total transaction of $4,918,400. More...

BRIAN DUPERREAULT, AMERICAN INTERNATIONAL GROUP INC, INSIDER TRADES


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John Burbank Divests 4 ETFs in 1st Quarter Guru sells over 8 million shares of the SPDR S&P 500 Fund John Burbank - John Burbank Divests 4 ETFs In 1st Quarter
John Burbank (Trades, Portfolio), chief investment officer of Passport Capital LLC, seeks long-term capital growth through a concentrated portfolio of public and private investments. More...

JOHN BURBANK


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7 Stocks Outperforming the Market Gurus bought these stocks in the 4th quarter Dodge & Cox,John Burbank - 7 Stocks Outperforming The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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CEO of Intrexon Invests in Company Insider purchases 34,606 shares Joel Greenblatt,John Burbank,Murray Stahl - CEO Of Intrexon Invests In Company
Randal Kirk (Insider Trades), CEO and 10% owner of Intrexon Corp. (XON), purchased 34,606 shares on Dec. 13. The price per share was $28.90 for a total transaction of $1,000,113. More...

RANDAL KIRK, INTREXON CORP, INSIDER TRADES


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John Burbank Boosts Alibaba, Exits Yahoo The largest 3rd-quarter trades in Passport Capital's portfolio John Burbank,Larry Robbins,HOTCHKIS & WILEY,Jim Si - John Burbank Boosts Alibaba, Exits Yahoo
John Burbank (Trades, Portfolio) III is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. During the third quarter the guru’s largest trades were the following: More...

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Cisco: Margin of Safety and the Internet of Things Cisco is in a unique position to build the future of Internet connectivity without disrupting its profitability John Burbank,Jim Simons,Joel Greenblatt,Jeremy Gra - Cisco: Margin Of Safety And The Internet Of Things
Cisco (NASDAQ:CSCO) builds the hardware that powers the Internet. In fact, most of the Internet runs through a Cisco device. Today, that’s a profitable business for the company and one it intends to keep growing. More...

IOT, INTERNET, INTERNET OF THINGS, CISCO, CONNECTED DEVICES


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John Burbank's Best Investments Guru's acquisitions have been paying off John Burbank,Barrow Hanley Mewhinney & Strauss,Ken - John Burbank's Best Investments
John Burbank (Trades, Portfolio) is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. He manages a portfolio composed of 98 stocks with total value of $6.101 billion. During the first quarter, the guru increased several stakes, and the following are the ones with the best performances since those buys. More...

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John Burbank Ups Stake in Hortonworks Data company must compete against IBM and Oracle John Burbank - John Burbank Ups Stake In Hortonworks
John Burbank (Trades, Portfolio) is the founder and CIO of Passport Capital. The firm was founded in 2000 with $800,000 in assets under management and has grown to approximately $4.4 billion as of 2015 under Burbank's investment guidance and leadership. Passport Capital currently owns 100 stocks with a total value of $5.96 billion. More...

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John Burbank Raises Stake in Microsoft Guru also increases holdings in Nike, Bristol-Myers Squibb and Starbucks John Burbank - John Burbank Raises Stake In Microsoft
John Burbank (Trades, Portfolio) of Passport Capital made 29 new buys in the fourth quarter, but his biggest transactions were increases to existing stakes. His most noteworthy fourth-quarter transaction was the increase of his stake in Microsoft Corp. (NASDAQ:MSFT), the Redmond, Washington-based computer and consumer electronics company, by nearly 3,103%. More...

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Nike Is a Good Bet at Current Price Company has several impressive strengths Caxton Associates,John Burbank,Steven Cohen,Paul T - Nike Is A Good Bet At Current Price
Nike Inc. (NYSE:NKE) is the world's leading designer and marketer of high-quality athletic footwear, athletic apparel and accessories. For a giant in the athletic footwear, apparel and equipment business, the competition is hard, but the firm has key attributes such as size, brand and competitive advantages that should help to maintain its leadership. More...

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John Burbank Has Big Losses on E-Commerce China, Sohu.com, Autohome The guru also loses on Albemarle, Hertz Global, Barrick Gold, Terex John Burbank,Jim Simons,Steven Cohen,Pioneer Inves - John Burbank Has Big Losses On E-Commerce China, Sohu.com, Autohome
John Burbank (Trades, Portfolio) sold many stocks during the third quarter. Some of them brought him some profits, but he lost on other investments. His biggest quarterly losses were 31%, 29% and 27% on E-Commerce China Dangdang Inc. (DANG), Sohu.com Inc. (SOHU) and Autohome Inc. (ATHM). More...

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John Burbank Jumps in Alphabet, Dollar Tree and Sells Rite Aid, NRG Largest trade is the sale of Liberty Global with an impact of 3% on his portfolio John Burbank,Dodge & Cox,Chris Davis,First Eagle I - John Burbank Jumps In Alphabet, Dollar Tree And Sells Rite Aid, NRG
John Burbank is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. He manages a portfolio composed of 119 stocks with a total value of $5.55 billion. The following are his largest trades during the third quarter. More...

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John Burbank Jumping on the Google Train Google is one of the most popular stocks with gurus. John Burbank is the last of a long list of gurus getting on board. John Burbank,Warren Buffett,Glenn Greenberg,Bill A - John Burbank Jumping On The Google Train
Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) aka Google is one of the most popular stocks with gurus. In the aggregated guru portfolio its weighting is fourth only to Wells Fargo (NYSE:WFC), Valeant Pharmaceutical (NYSE:VRX) and Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B). Because the distribution of assets under management is quite top heavy, a few gurus heavily influence the aggregated portfolio. Valeant making the top four is also a product of a few gurus who run heavily concentrated portfolios like Glenn Greenberg (Trades, Portfolio) and Bill Ackman (Trades, More...

TECH,


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Invest in Things That Have Never Happened Before – Hedge Fund Star John Burbank A rare peek into Burbank's investing style John Burbank - Invest In Things That Have Never Happened Before – Hedge Fund Star John Burbank
Micro or macro. How do you invest? More...

John Burbank


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John Burbank Increases His Position in Delta Airlines Company's operational excellence, history of returning cash to shareholders, fuel cost tailwinds and valuation reassure investors John Burbank - John Burbank Increases His Position In Delta Airlines
John Burbank (Trades, Portfolio) is the chief investment officer of Passport Capital LLC, the global investment firm he founded in 2000. The firm now manages a portfolio worth more than $3.5 billion. The San Francisco-based firm employs top-down macroeconomics to achieve risk-adjusted returns. More...

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