Jeremy Grantham

Jeremy Grantham

Last Update: 02-12-2016

Number of Stocks: 543
Number of New Stocks: 80

Total Value: $27,808 Mil
Q/Q Turnover: 16%

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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Jeremy Grantham (Trades, Portfolio) is the chairman and co-founder of the investment firm Grantham, Mayo, Van Otterloo & Co. LLC. The company runs one of the largest investment funds in the world with more than $104 billion in firm-wide assets under management. In the third quarter of 2015, Grantham purchased 1,553,174 shares of Valero Energy Corp. (NYSE:VLO) and 1,560,700 shares of Royal Bank of Canada (NYSE:RY). Read more...
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Commentaries and Stories

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Starbucks, Foot Locker Beat the Market Over Past Year Guru stocks that have outperformed the S&P 500 Mario Gabelli,Jeremy Grantham,Warren Buffett,Bill  - Starbucks, Foot Locker Beat The Market Over Past Year
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Jeremy Grantham Part II: 2015 and 2016, U.S. Equity Bubble Update, and Yet More on Oil Market not quite in equity bubble, Grantham says Jeremy Grantham - Jeremy Grantham Part II: 2015 And 2016, U.S. Equity Bubble  Update, And Yet More On Oil
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Jeremy Grantham GMO Letter - Part I: The Real American Exceptionalism Grantham lists two things the U.S. is really good at Jeremy Grantham - Jeremy Grantham GMO Letter - Part I: The Real American Exceptionalism
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Investment Ideas Trading With Very Low P/S Ratio Companies with at least a $5 billion market cap that are trading cheaply Jeremy Grantham,PRIMECAP Management - Investment Ideas Trading With Very Low P/S Ratio
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Will the U.S. Remain Supreme Against Emerging Markets? Can a historical look at global valuations and returns predict the future? Jeremy Grantham, Warren Buffett, John Hussman - Will The U.S. Remain Supreme Against Emerging Markets?
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Jeremy Grantham's GMO Invests in Energy Company, Bank 2 of the guru's 3rd quarter picks Jeremy Grantham - Jeremy Grantham's GMO Invests In Energy Company, Bank
Jeremy Grantham (Trades, Portfolio) is the chairman and co-founder of the investment firm Grantham, Mayo, Van Otterloo & Co. LLC. The company runs one of the largest investment funds in the world with more than $104 billion in firm-wide assets under management. In the third quarter of 2015, Grantham purchased 1,553,174 shares of Valero Energy Corp. (NYSE:VLO) and 1,560,700 shares of Royal Bank of Canada (NYSE:RY). More...

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Chase Coleman Gained From Visa But Lost From Trinet Group The guru also profited from 58.com, Masonite International and Liberty Interactive Chase Coleman,Jeremy Grantham,Steven Cohen,Lee Ain - Chase Coleman Gained From Visa But Lost From Trinet Group
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United Technologies and IBM Have New Positions in James Barrow's Portfolio Guru also makes Flow International, Tyco International and Tutor Perini new buys in 3rd quarter James Barrow,Jeremy Grantham,Charles de Vaulx,T Ro - United Technologies And IBM Have New Positions In James Barrow's Portfolio
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Jeremy Grantham: 'Give Me Only Good News!' GMO 3rd Quarter Letter Market commentary from co-founder of $104 billion firm Jeremy Grantham - Jeremy Grantham: 'Give Me Only Good News!' GMO 3rd Quarter Letter
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Jeremy Grantham (Trades, Portfolio) is the chairman of the board of Grantham Mayo Van Otterloo, a Boston-based asset management firm whose portfolio is composed of 570 stocks, and the following are a few of his holdings that are trading with a very wide margin of safety, according to the Peter Lynch earnings line. More...

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Jeremy Grantham's GMO 3rd Quarter Performance The fund reviews performance for 3 strategies Jeremy Grantham - Jeremy Grantham's GMO 3rd Quarter Performance
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Jeremy Grantham Adds to Stakes in Pharmaceutical Stocks Guru reduces holdings in Amazon, American Express Jeremy Grantham - Jeremy Grantham Adds To Stakes In Pharmaceutical Stocks
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Home Depot Continues to Beat Wall Street's Expectations This stock has favorable expectations due to its consistent earnings Ken Fisher,Jeremy Grantham,John Burbank,First Eagl - Home Depot Continues To Beat Wall Street's Expectations
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Alibaba Bets on Middle Class and Opens Offices Worldwide France, Germany and Italy will soon have regional offices Frank Sands,Jeremy Grantham - Alibaba Bets On Middle Class And Opens Offices Worldwide
Alibaba Group Holding Ltd. (BABA) is a holding company and conducts its businesses through its subsidiaries. Alibaba is engaged in online and mobile commerce through products, services and technology that enable businesses to operate efficiently and extend their reach to sell to consumers and businesses in the People's Republic of China and internationally. More...

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Time to Take Profits on NASDAQ Following a 40%-plus return on NASDAQ over the last year, gurus are starting to close their positions Pioneer Investments,Jeremy Grantham,Murray Stahl - Time To Take Profits On NASDAQ
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5 Stocks Growing Book Value but Getting Cheaper Oil, financials and telecom topped the list Jeremy Grantham,Howard Marks - 5 Stocks Growing Book Value But Getting Cheaper
Sometimes companies can exhibit a prowess for building book value, but for any number of reasons the market could either not recognize it or discount the company due to a temporary, negative situation. More...

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GMO Second Quarter Shareholder Letter - Part 3 Jeremy Grantham's portion of the quarterly letter Jeremy Grantham - GMO Second Quarter Shareholder Letter - Part 3
GMO Second Quarter Letter - Part 3 More...

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