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.
John Burbank (Passport Capital) explains his process… (http://t.co/WjeBAJFcWX)
RT @ReformedBroker: OK this is just sick
http://t.co/pzJlmouO1U
RT @ReformedBroker: OK this is just sick
http://t.co/pzJlmouO1U
RT @barbfriedberg: John Burbank (Passport Capital) explains his process http://t.co/ryMA98QJax #Uncategorized @ReformedBroker
John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
John Burbank (Passport Capital) explains his process by @ReformedBroker http://t.co/SzKhJgIf0M
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
RT @ReformedBroker: OK this is just sick
http://t.co/pzJlmouO1U
RE: Burbank video about “new things” posted by @ReformedBroker & @The_Real_Fly ; some thoughts. (1/n) http://t.co/zORDUUvz7c
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM
“The most important things do not revert to the mean, they diverge from the mean.” http://t.co/1bb4mB3FZ9
RT @ReformedBroker: John Burbank (Passport Capital) explains his process http://t.co/uKOn9IlXAM