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  2. GMO LLC - Wikipedia

    en.wikipedia.org/wiki/GMO_LLC

    GMO LLC (also known as GMO and Grantham, Mayo, Van Otterloo & Co. LLC) is an American investment management firm headquartered in Boston. The firm takes a contrarian investing and generally bearish approach to the markets and holds the views that assets will revert to the mean .

  3. Stock market is in 'fully-fledged epic bubble,' warns GMO’s ...

    www.aol.com/news/stock-market-fully-fledged-epic...

    Yahoo Finance's Ines Ferre joined Yahoo FInance Live to break down why GMO's Jeremy Grantham believes the stock market is is a 'fully-fledged epic bubble,' and Americans continue to struggle with ...

  4. Jeremy Grantham - Wikipedia

    en.wikipedia.org/wiki/Jeremy_Grantham

    Robert Jeremy Goltho Grantham CBE (born 6 October 1938) is a British investor and co-founder and chief investment strategist of GMO LLC, a Boston-based asset management firm. GMO had more than US$118 billion in assets under management as of March 2015. [1] This number dropped to $65 billion in as of December 2020.

  5. GMO Commentary: Top-Down Investing in Emerging Market ... - AOL

    www.aol.com/news/gmo-commentary-top-down...

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  6. TKer: Wall Street strategists nailing one of their more ... - AOL

    www.aol.com/finance/tker-wall-street-strategists...

    As we discussed in the May 24 TKer, assumptions about valuation multiples are where Wall Street’s calculations often go wrong. At the beginning of the year, forward price/earnings (P/E) multiple ...

  7. Capital market imperfections - Wikipedia

    en.wikipedia.org/wiki/Capital_market_imperfections

    Another reason for capital market imperfections associated with limited commitment is the ability of the borrower to renegotiate the terms of the contract ex post. Even though the contract is signed as a secured loan , because of the enforcement costs, the lender never gets the full payment in case of default.

  8. Asset manager GMO's first ETF will focus on 'quality' companies

    www.aol.com/news/asset-manager-gmos-first-etf...

    GMO LLC, the asset management firm co-founded by veteran investor Jeremy Grantham, will launch its first exchange-traded fund (ETF) on Wednesday. The firm said it is rolling out the GMO U.S ...

  9. Roll's critique - Wikipedia

    en.wikipedia.org/wiki/Roll's_critique

    The market portfolio is unobservable: The market portfolio in practice would necessarily include every single possible available asset, including real estate, precious metals, stamp collections, jewelry, and anything with any worth. The returns on all possible investments opportunities are unobservable.