| With commodity prices up so much over the past several years, you can forgive long-term value investors for giving them a miss. Who wants to risk exposure to another asset bubble so soon after the dot-com implosion and the U.S. housing mess?
Step forward, Jeremy Grantham. The chairman of global asset manager GMO LLC is a much-admired value investor whose firm manages more than $100-billion (U.S.) in assets for corporations, endowments and foundations. As such, he’s not the sort of guy to chase the latest trend..............................................Full Article: Source |