John Burbank (Passport Capital) explains his process

Posted by

In case you haven’t been paying attention, John Burbank is on fire. His fund, Passport Capital, has been dead right on emerging market / commodity weakness in 2015 and, according to the latest reports I’ve seen, is up high-teens percentages this year. This stands in sharp contrast to the high-teens percentage losses currently being inflicted on many of the other name-brand hedge funds.

John addresses a room at UC Berkeley’s Haas School of Business for a recent video. It’s an amazing discussion of his firm’s process, which is top down macro, bottom up fundamental, with a little bit of quant thrown in to the mix as well. Find the time for this:

Hat tip Value Walk for unearthing this. 

What's been said:

Discussions found on the web
  1. 360 video transitions commented on Sep 15

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  2. w88 commented on Sep 20

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  3. immediate edge review commented on Sep 23

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  4. Blazing Speed Trader commented on Sep 23

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  5. bitcoin blazing trader commented on Sep 30

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  6. immediate edge reviews commented on Oct 01

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  7. 홀덤사이트 commented on Oct 16

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  8. Online head shop commented on Oct 30

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  9. valid shop cc commented on Nov 11

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  11. best dumps store commented on Nov 20

    … [Trackback]

    […] Information on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  12. online td banking commented on Nov 29

    … [Trackback]

    […] Find More on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

  13. what is functional testing commented on Dec 09

    … [Trackback]

    […] Find More Information here on that Topic: thereformedbroker.com/2015/10/05/john-burbank-passport-capital-explains-his-process/ […]

HowIInvestMyMoney

Read this next.