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

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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

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