Tags » Jeremy Grantham

Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says

One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can do that can take advantage of some opportunities in food-related stocks right now. 228 more words


Warren Buffett and Jeremy Grantham have been Warning us about this Moment for Years

We may have seen the peak in US corporate profits. And what could happen next isn’t good.

Since the financial crisis, corporations have managed to deliver robust profit growth by offsetting the drag from… 521 more words


Grantham On The 10 Things That Really Matter

What’s on Jeremy Grantham’s mind? Ten things, and in his second quarter letter, the renowned value investor lays out the lot of them.

As usual, Grantham’s areas of interest go far beyond those of most investment managers. 424 more words


21st Century Capitalism Subverting Democracy, Says Top Investment Manager

Financial system failing; real problems of climate, environment, resource limitation, and looming food shortages ignored; long-term consequences never considered; rising inequality; a rewards system that stops the market from behaving rationally; democracy ineffective against the influence of the financial elite. 613 more words


Jeremy Grantham's 10 Obsessions

Before launching into his formal keynote presentation at the 2015 Morningstar Investment Conference, GMO chief investment strategist Jeremy Grantham ticked off the top 10 issues on his mind today. 793 more words


Second Helping: Jeremy Grantham's Ten Investment Lessons for Individual Investors

Based on Jeremy’s February 2012 letter titled “Longest Letter Ever”

1. Believe in history: “history repeats and repeats, and forget it at your peril. All bubbles break, all investment frenzies pass away.” 369 more words

Investment Philosophy

Getting Started: 10 + 1 Quotes from Jeremy Grantham about Investing

Jeremy Grantham is a British investor and co-founder and chief investment strategist of Grantham Mayo van Otterloo (GMO), a Boston-based asset management firm.

Grantham is regarded as a highly knowledgeable investor in various stock, bond, and commodity markets, and is particularly noted for his prediction of various… 781 more words

Investment Philosophy