John H. Burbank - Passport Capital
John H. Burbank is the Founder and Chief Investment Officer of Passport Capital, LLC, a San Francisco global investment manager. The firm manages $3.0 billion in assets. Passport seeks to achieve high compounding risk-adjusted returns across all of its investment strategies. The team utilizes a combination of macro-economic and sector analysis to identify opportunities resulting from the long-term expansion of leading emerging economies, select natural resource scarcity, and the power of networks, brands, and intellectual property common to the technology, consumer, and service sectors. Investments primarily emphasize public equity securities.
Mr. Burbank has over a decade of experience investing in global equity markets. Prior to founding the firm in 2000, he was a consultant to Roger Richter of JMG Triton Offshore, Ltd. and before that was director of research for ValueVest Management. Mr. Burbank earned a B.A. from Duke University and an M.B.A. from Stanford Graduate School of Business.
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Articles
Interview With John Burbank
Benzinga.com - 08.05.10
John had a conversation with Benzinga's Alex Schiff on "political risk," Pepe's Pizza and how to make money in any macroeconomic scenario.
John Burbank's Passport Capital Likes Natural Resources
Market Folly - 06.18.10
John Burbank's hedge fund firm Passport Capital is out with their May performance update and first quarter investor letter. Per the documents, we see that Passport now manages $3 billion and their Global Strategy Fund was up 0.6% for May in a month where the market indices tumbled 8%. Overall, they fared much better than other hedge funds who were down big.
John Burbank's Passport Capital buys physical Gold Bricks
Hedgetracker.com - 12.27.09
John Burbank’s Passport Capital has bought physical gold bars in an effort to determine the ease of buying physical gold and test its abilities to hedge inflation. In a MarketWatch article it was reported that the hedge fund firm was interested in testing conspiracy theories regarding the availability of gold. With Passport Capital projecting inflation to be a major problem for the US economy in the upcoming years, the hedge fund believes physical gold to be an even better hedge than futures.
The Case For Agriculture, From Hedge Fund Passport Capital
Seeking Alpha - 10.12.09
John Burbank's hedge fund firm Passport Capital has put out numerous interesting research pieces in the past and we've tried to detail some of their intriguing investment plays, such as their curve steepener. This time around though, they have taken an in-depth look at the agricultural sector as an attractive investment going forward. Their bullishness on the sector is noted through their newly opened Agriculture fund that debuted in March of this year and has seen solid performance.
Videos
"Trading Titans"
CNBC's Power Lunch – 04.09.08
Trader Monthly out with its list of the world's best earning traders, with John Burbank, Passport Capital LLC CEO; Steven Schonfeld, Schonfeld Group CEO; and CNBC's Bill Griffeth.
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"Trades of the Year"
CNBC's Power Lunch – 02.15.08
For each wrong last year there were some pretty impressive right calls, with Rich Blake, Trader Monthly; John Burbank, Passport Capital and CNBC's Bill Griffeth.
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