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James Montier: Value Investing Provides ‘Behavioral Self-Defence’

The Acquirer's Multiple
During this interview with Schroders, James Montier explains why value investing provides behavioral self-defence.
12 months ago

Go for value stocks to insure your portfolio against shocks, says James Montier

Moneyweek
James Montier, at investment management group GMO, discusses value stocks and slow-burn Minsky moments with MoneyWeek.
11 months ago

Episode #107: James Montier, GMO, “There Really Is A Serious Challenge to Try to Put Together an Investment Portfolio That’s Going to Generate Half-Decent Returns On A Forward-Looking Basis”

Meb Faber Research
James Montier is a member of GMO's Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale.
76 months ago

James Montier On What He Got Wrong About Corporate Profits

Bloomberg.com
More than a decade ago, GMO strategist James Montier published a paper predicting that corporate profit margins were destined to come down...
15 months ago

James Montier: Anyone Can Create Their Own Currency

The Acquirer's Multiple
In his latest white paper titled – Part 2: What to Do in the Case of Sustained Inflation, James Montier discusses hedges against sustained...
36 months ago

James Montier – This Is The Time To Sit There And Do A Winnie the Pooh. Here’s Why.

The Acquirer's Multiple
One of the firms we like to watch closely is Boston-based asset manager GMO, and one member of its asset management team, James Montier.
89 months ago

Q&A With GMO Strategist James Montier

Barron's
You will find few full-throated defenses of modern monetary theory on Wall Street today, except when you turn to James Montier,...
62 months ago

James Montier – The World’s Dumbest Idea – Shareholder Value Maximization

The Acquirer's Multiple
James Montier wrote a great paper called – The World's Dumbest Idea, that explored the problems surrounding the concept of shareholder value and its...
72 months ago

James Montier says nothing is cheap and his GMO is holding cash

Financial Times
James Montier, fresh from a presentation to clients of the $85bn Boston asset manager which employs him, is wearing Darth Vader cufflinks.
94 months ago

Slow-burning Minsky moments

Financial Times
First of all, we have to get something out of the way. To the left is the new headshot James Montier is using for his pieces at GMO versus...
14 months ago