John Burbank, founder of Passport Capital LLC, talks about emerging markets investment strategy. Burbank speaks with Erik Schatzker and Stephanie Ruhle on Bloomberg Television’s “Market Makers.” Mark Yusko of Morgan Creek Capital Management LLC also speaks. We have discussed why Burbank likes Saudi, and he discussed the topic in detail in his shareholder letter. We also posted a recent presentation, which Yusko gave.
The bloomberg video is embedded below:
Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following this performance, the fund was Read More