Below is a spreadsheet that shows changes to Richard C. Blum' US long
portfolio as of Q2 2013:
Blum Capital Partners runs a heavily concentrated portfolio with 57.34% allocated to a single long position in CBRE Group (CBG). Also, that was the only position where new money was invested this quarter indicating a continuing bullish bias.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
Blum Capital Partners runs a heavily concentrated portfolio with 57.34% allocated to a single long position in CBRE Group (CBG). Also, that was the only position where new money was invested this quarter indicating a continuing bullish bias.
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .
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