Tags » Jeremy Grantham

Jeremy Grantham, Jonathan Jacobson, Seth Klarman and Jeffrrey Vinik: "Below the Radar" Philanthropy of Top Investors to Social Causes

The Boston Globe profiles philanthropy by leading investors. Jeremy Grantham’s foundations, including the $377 million Grantham Foundation for the Protection of the Environment, reflect a movement toward “making big bets on social change philanthropy,” according to Paul Grogan of the Boston Foundation. 225 more words

Gurus

A Bearish View from GMO’s Grantham

Ben Inker and Jeremy Grantham of Grantham, Mayo, Van Otterloo & Co. issued a quarterly letter suggesting the bull market cannot last much longer. Inker writes that the U.S. 75 more words

Gurus

FORECASTS - IT'S THAT TIME OF THE YEAR FOR [Physician] INVESTORS

 

No, not the holidays!

By Arthur Chalekian GEPC

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It’s the time when physician investors begin to consider pundits’ forecasts for the coming year.

Here are a few of those forecasts:      440 more words

Investing

Grantham Says Our Bias Toward Good News Makes Us Manipulable

In a recent Barron’s excerpt of a longer article, Jeremy Grantham, founder of asset management firm GMO, says Americans “have a broad and heavy bias away from unpleasant data… 407 more words

Gurus

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

Gurus

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

Business

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

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