Jeremy Grantham

Jeremy Grantham

Last Update: 11-10-2016

Number of Stocks: 510
Number of New Stocks: 60

Total Value: $21,181 Mil
Q/Q Turnover: 11%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Jeremy Grantham' s Profile & Performance

Profile

Jeremy Grantham is the Chairman of the Board of Grantham Mayo Van Otterloo, a Boston based asset management firm. He is regarded as a highly knowledgeable investor in various stock, bond, and commodity markets. Grantham started one of the world's first index funds in the early 1970s. As of early 2009, GMO reported on its web site that it managed more than US $85 billion.

Grantham, Mayo, Van Otterloo & Co. LLC
40 ROWES WHARF
BOSTON MA 02110
617-330-7500

Web Page:http://www.gmo.com

Investing Philosophy

Grantham has built much of his investing reputation over his long career by correctly identifying speculative market "bubbles" as they were happening and steering clients' assets clear of impending crashes. Grantham avoided investing in Japanese equities and real estate in the late eighties, as well as technology stocks during the internet bubble in the late nineties.

Most recently, Grantham began warning about the overvaluation of equity and credit markets in 2006, well before the start of the present crisis.

Total Holding History

Performance of GMO US Intrin.Val. III (GMVUX)

YearReturn (%)S&P500 (%)Excess Gain (%)
201214.416-1.6
201110.382.118.3
201011.5915.06-3.5
3-Year Cumulative40.9 (12.1%/year)36.3 (10.9%/year)4.6 (1.2%/year)
200920.526.46-6.0
2008-33.8-373.2
5-Year Cumulative12.4 (2.4%/year)8.6 (1.7%/year)3.8 (0.7%/year)
2007-3.875.49-9.4
200613.515.79-2.3
20055.984.911.1
200412.7610.881.9
200329.6828.681.0
10-Year Cumulative90.1 (6.6%/year)98.5 (7.1%/year)-8.4 (-0.5%/year)
2002-15.75-22.16.4
20013.31-11.8915.2
200010.67-9.119.8
0000.0

Top Ranked Articles

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Commentaries and Stories

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9 Companies Grantham Continues to Boost Stocks the investor bought in the 2nd and 3rd quarters Jeremy Grantham,Donald Smith,Ray Dalio,Jim Simons, - 9 Companies Grantham Continues To Boost
Jeremy Grantham (Trades, Portfolio) is the chairman of Grantham Mayo Van Otterloo, a Boston-based asset management firm. In both the second and third quarters the guru bought shares in the following stocks: More...

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Abbott Laboratories CEO Buys Stock in Company Insider invests in 369,950 shares in 5 separate transactions Jeremy Grantham,Diamond Hill Capital - Abbott Laboratories CEO Buys Stock In Company
Miles White (Insider Trades), CEO and chairman of Abbott Laboratories (ABT), purchased 369,950 shares in the company in five transations on Nov. 10. The per share price ranged from $40.45 to $40.67. More...

MILES WHITE, ABBOTT LABORATORIES, INSIDER TRADES


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Hellish Choices: What’s an Asset Owner to Do? - Ben Inker Letter From GMO's third-quarter letter Jeremy Grantham - Hellish Choices: What’s An Asset Owner To Do? - Ben Inker Letter
Executive Summary More...

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Smith & Wesson to Change Name Popular gunmaker wants name to better reflect brands Jeremy Grantham,Joel Greenblatt,Chuck Royce,Steven - Smith & Wesson To Change Name
In an effort to be known as more than just a gunmaker, Smith & Wesson (NASDAQ:SWHC) announced Monday it will be changing its name to American Outdoor Brands Corp. More...

SMITH, WESSON, FIREARMS


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Jeremy Grantham's 3rd Quarter Commentary: Not With a Bang but a Whimper (and other stuff) Overview of markets and economy Jeremy Grantham - Jeremy Grantham's 3rd Quarter Commentary: Not With A Bang But A Whimper (and Other Stuff)
Preamble More...

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Slow & Steady for Check Point Software Check Point Software is transitioning itself from tech high-flyer to tech aristocrat, providing an opportunity for investors who want a predictable technology company Jeremy Grantham - Slow & Steady For Check Point Software
Growth at Check Point Software Technologies Ltd. (CHPK) has slowed. But this resident of the Undervalued Predictable and Buffett-Munger screeners at GuruFocus has potential for investors who want a tech company that can consistently deliver increasing earnings. More...

VALUE, TECHNOLOGY, GLOBAL SOFTWARE, INTERNET SECURITY, HACKING, FIREWALL, UNDERVALUED PREDICTABLE, BUFFETT-MUNGER,


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6 Stocks With Growing Yield and Strong Returns Stocks with a history of strong returns that support high yield Pioneer Investments,Jeremy Grantham - 6 Stocks With Growing Yield And Strong Returns
Using the GuruFocus All-In-One Screener, I want to highlight stocks that have a 5-year growing dividend yield with strong profitability and a long-term track of solid returns and growing asset value. More...

YIELD, RETURN, STOCKS


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Airline Stocks Offer High Growth and Value Low cash conversion cycles and high margin growth increase value potential Jeremy Grantham,Joel Greenblatt - Airline Stocks Offer High Growth And Value
Among companies trading on the New York Stock Exchange and the Nasdaq, airlines have high growth and value potential. Alaska Air Group Inc. (NYSE:ALK) and Allegiant Travel Co. (NASDAQ:ALGT) currently have low cash conversion cycles, which lead to effective management and increasing profit margins. More...

JOEL GREENBLATT, JEREMY GRANTHAM


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Recreational Vehicle Companies Have Soaring Returns High returns on equity and returns on assets lead to increased value opportunities Jeremy Grantham - Recreational Vehicle Companies Have Soaring Returns
Among the industries for U.S. companies, the auto industry contains several companies that have high returns on equity and high returns on assets. Two recreational vehicle companies, Polaris Industries Inc. (NYSE:PII) and Thor Industries Inc. (NYSE:THO), had historically increasing returns, suggesting that the recreational vehicle industry offers good value opportunities for investors. More...

STEVEN COHEN, JEREMY GRANTHAM


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Medical Companies Offer Good Value Opportunities A discussion of Peter Lynch, his top-performing strategies and good health care companies Daniel Loeb, Jeremy Grantham - Medical Companies Offer Good Value Opportunities
Due to the great financial crisis, most companies were undervalued based on their valuations. Based on backtesting results, the “Peter Lynch Growth with Lower Valuation” test portfolio took positions in Baxter International Inc. (NYSE:BAX) and Abbott Laboratories (NYSE:ABT), two medical companies that reached historically low price-earnings ratios. While these companies presented good value opportunities from 2007-2011, other medical companies provide better opportunities in 2016. More...

PETER LYNCH, DANIEL LOEB, JEREMY GRANTHAM


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GMO's New 7-Year Forecast Highlights One Incredible Fact Jeremy Grantham and John Hussman agree the market is overvalued Jeremy Grantham, John Hussman - GMO's New 7-Year Forecast Highlights One Incredible Fact
U.S. equities have performed incredibly well since the 2008 to 2009 financial crisis. Since those lows, the S&P 500 has gone on a tear, exploding nearly 260% in just seven years. More...

EMERGING, DEVELOPED, MARKETS, SPY, S&P 500, DEVELOPING, GRANTHAM, HUSSMAN, GMO, VALUATION, LONG, SHORT


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The Reserve: The Dollar, the Renminbi, and Status of Reserve - GMO White Paper By Amar Regant, a member of GMO’s Asset Allocation team Jeremy Grantham - The Reserve: The Dollar, The Renminbi, And Status Of Reserve - GMO White Paper
Part I - The Dollar Ascendant More...

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3 More Reasons Grantham Favors Commodity Stocks If you're thinking of buying commodity ETFs, here's a better option Jeremy Grantham - 3 More Reasons Grantham Favors Commodity Stocks
Earlier, we highlighted three reasons to own commodity stocks, not commodities themselves. The thesis stemmed from research done by Jeremy Grantham (Trades, Portfolio) and Lucas White of GMO LLC, an asset manager with more than $120 billion in assets. More...

ETF, ETFS, COMMODITIES, COMMODITY, RESOURCE, RESOURCES, GOLD, SILVER, PLATINUM, MINING, MINER, METAL, METALS, OIL, ENERGY, GAS, CHINA


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Jeremy Grantham Says Own Commodity Stocks, Not Commodities Jeremy Grantham and Lucas White lay out a compelling case Jeremy Grantham - Jeremy Grantham Says Own Commodity Stocks, Not Commodities
In recent years, it has become vogue to invest directly in commodities, especially with the advent of ETFs allowing quick, cheap and easy exposure. Given the performance gap between, say, gold miners and the price of gold, many investors have been satisfied with their decision. More...

ETFS, GMO, FRONTIER, RESOURCES, COMMODITIES, GRANTHAM, MARKETS, STOCKS, ASSET, ALLOCATION, LONG, SHORT, DOMESTIC


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Jeremy Grantham - An Investment Only a Mother Could Love: The Case for Natural Resource Equities GMO commentary from Lucas White and Jeremy Grantham Jeremy Grantham - Jeremy Grantham - An Investment Only A Mother Could Love: The Case For Natural Resource Equities
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Jeremy Grantham Trims Amazon, Baidu, Wal-Mart Guru's largest second quarter sales Jeremy Grantham - Jeremy Grantham Trims Amazon, Baidu, Wal-Mart
Jeremy Grantham (Trades, Portfolio) is the Chairman of the Board of Grantham Mayo Van Otterloo, a Boston based asset management firm. The following are his largest trades of the second quarter. More...

SELL, GRANTHAM, SECOND QUARTER


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Richard Perry Buys St. Jude The medical device manufacturer is new holding Richard Perry,Jeremy Grantham,Ken Fisher,Jim Simon - Richard Perry Buys St. Jude
During the second quarter, Richard Perry (Trades, Portfolio), co-founder of Perry Capital, acquired a new holding in St. Jude Medical Inc. (NYSE:STJ). More...

ST JUDE, PERRY, BUY, SECOND QUARTER


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Stocks With Low Price to Sales: Barclays, Loews Corp Ratio pinpoints bargain stocks Jim Simons,Jeremy Grantham - Stocks With Low Price To Sales: Barclays, Loews Corp
According to GuruFocus' All-in-One Screener, the following are the stocks with market caps above $5 billion that are trading with low price-sales ratios. More...

PRICE TO SALES, RATIO, STOCKS


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Jeremy Grantham's GMO 2nd-Quarter Commentary: Immigration and Brexit The economic and financial background to these apparently uncontrolled political experiments is also novel and risky, Grantham writes Jeremy Grantham - Jeremy Grantham's GMO 2nd-Quarter Commentary: Immigration And Brexit
Preface More...

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Ben Inker's GMO 2nd Quarter Letter: The Duration Connection Why investors need to stop tilting their investments toward well-performing assets Jeremy Grantham - Ben Inker's GMO 2nd Quarter Letter: The Duration Connection
Executive Summary More...

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