Emerging Value and Margin of Superiority by Ben Inker and Why Are Stock Market Prices So High? by Jeremy Grantham
In a new quarterly letter to GMO's institutional clients, head of asset allocation Ben Inker addresses "perhaps the most common question I get from clients: What keeps you up at night?" ("Up At Night").
GMO Quarterly Letter by Ben Inker and Jeremy Grantham
GMO Quarterly Letter from Ben Inker and Jeremy Grantham