Jeremy Grantham

Jeremy Grantham

GMO LLC
Last update 2020-02-13 672 Stocks (92 new)
Value $14.97 Bil Turnover 12 %
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Jeremy Grantham 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

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

Year Return % S&P500 % Excess Gain %
2012 14.4 15.99 -1.6
2011 10.38 1.9 8.5
2010 11.59 15.05 -3.5
3-Year Cumulative (2010-2012) 40.91 (12.11/Year) 35.98 (10.79/Year) 4.93 (1.32/Year)
2009 20.5 26.35 -5.9
2008 -33.8 -36.79 3
5-Year Cumulative (2008-2012) 12.41 (2.37/Year) 8.60 (1.66/Year) 3.81 (0.71/Year)
2007 -3.87 5.15 -9
2006 13.5 15.84 -2.3
2005 5.98 4.83 1.2
2004 12.76 10.7 2.1
2003 29.68 28.18 1.5
10-Year Cumulative (2003-2012) 90.06 (6.63/Year) 96.77 (7.00/Year) -6.69 (-0.37/Year)
2002 -15.75 -21.58 5.8
2001 3.31 -11.76 15.1
2000 10.67 -9.75 20.4

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