Jeremy Grantham is one of the most respected investors alive today.
His firm - Grantham, Mayo, Van Otterloo & Co. -- better known as GMO, manages $billions in assets under management and produces some of the most-followed market analysis on Wall Street.
Core to its outlook is that financial and economic extremes will mean revert. And that prudent investors can pro-actively position themselves to benefit greatly from this reversion when it takes place.
And while, no, I am NOT interviewing Mr Grantham today, we have the next best thing: the chance to sit down with one of his lieutenants at GMO.
John Pease is a quantitative researcher and partner at GMO, who co-authored the firm's latest Quarterly Letter, which I expect to discuss with him in depth.
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