James Montier is an author, a member of GMO’s asset allocation team and a partner at the firm. He also wrote the book on the seven sins of fund management.
In this episode, James takes us through the seven sins, which apply to all investors, not just fund managers. They’re even more relevant today, given the new era we’re entering of markets and the economy.
If you want to listen to the full interview then follow the link to our sister podcast The Value Perspective.
RUNNING ORDER:...
James Montier is an author, a member of GMO’s asset allocation team and a partner at the firm. He also wrote the book on the seven sins of fund management.
In this episode, James takes us through the seven sins, which apply to all investors, not just fund managers. They’re even more relevant today, given the new era we’re entering of markets and the economy.
If you want to listen to the full interview then follow the link to our sister podcast The Value Perspective.
RUNNING ORDER:
Part one - 00:53: forecasting and the illusion of knowledge
Part two - 08:46: meeting companies, outsmarting everyone, short-term horizons
Part three - 15:23: believing everything you read and group thinking
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