Passport Capital’s investor letter for Q4 2014 is out. You can read the highlights of this investor letter by signing in or creating a free account below. “We think this is the best macro investing environment we have seen in quite some time, and we are more excited about our prospects than we have been in several years,” John Burbank said in this investor letter. Burbank’s long/short equity hedge fund returned 0.9% for 2014 vs. 13.5% gain for SPY. Passport Capital, which is $4 billion in...
