GMO’s head of asset allocation reflects on the quality anomaly, why value stocks are the cheapest they’ve been in years, and whether it really is different this time for Japanese equities.
Jeremy Grantham
He's a contan value investor and co-founder of GMO who taught me about investing.
Charlie Munger
Reflecting on his impact on investing and the concept of quality.
Warren Buffett
Mentioned in the context of Charlie Munger's influence on his investing philosophy.