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Tag Archives: Investment Philosophy
Challenging Investment Beliefs
At the EPFIF (International Pension Fund Investment Forum) on September 4th, the theme of the seminar was challenging investment beliefs; critically questioning the conventional or self-evident truths. Challenging Investment Beliefs from aslager My presentation focused on the challenging part. Investment … Continue reading
Posted in Uncategorized
Tagged decision-making, investment beliefs, investment debates, Investment Philosophy
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How long, and how consistent should you hold on to a conviction?
That’s the million-dollar question in any industry, but definitely a billion-dollar question in the investment industry. Jeremy Grantham of GMO makes an excellent case in point. He has a conviction, and stood by it. Jeremy helped co-found Grantham Mayo Van … Continue reading
Posted in Blog
Tagged Central Banks, George Cooper, GMO, Investment Philosophy, Jeremy Grantham, Ulrich Beck
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