We’ve written before about our positions in natural resource sector companies. They were key to both our pain in 2015 and our pleasure in 2016. 326 more words
Tags » Jeremy Grantham
8 Aug 2016 (AFR) - Bear growls as share prices soar; Investors shrug off warnings as US market heads to bubble territory
(8 August 2016, AFR, p28, by Karen Maley)
‘You’ve got to hand it to the legendary US investor, Jeremy Grantham. Back in May, Grantham, the co-founder and chief investment strategist of GMO, a Boston-based fund manager with $US99 billion ($130 billion) in funds under management, argued the US Federal Reserve was hard at work inflating fresh asset bubbles. 113 more words
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
No, not the holidays!
By Arthur Chalekian GEPC
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