Below is a spreadsheet that highlights the changes to Richard C. Blum's Blum Capital Partners US long stock portfolio as of Q3
2013. Please check out our previous update to have an idea on how the portfolio is progressing:
Blum Capital Partners runs a heavily concentrated portfolio with over 60% 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. Blum Capital has ownership of just under 5% of CBRE Group's and just under 5% of Career Education's outstanding shares.
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 over 60% 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. Blum Capital has ownership of just under 5% of CBRE Group's and just under 5% of Career Education's outstanding shares.
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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