Tenets of Investing – James Montier

As I try to develop my investing philosopy and style, I read about other investors and thought leaders. I like the material put out by James Montier at GMO. In an earlier post, I provided a link to an article by James Montier. Here is another one where he presents his tenets of investing.

  1. Value, Value , Value : Value investing with a margin of safety
  2. Be contrarian
  3. Be patient
  4. Be unconstained in your search for value
  5. Dont forecast
  6. Cycles matter
  7. History matters
  8. Be skeptical
  9. Be top and bottom up
  10. Treat your clients as your treat yourself


About Adib Motiwala

Portfolio Manager at Motiwala Capital LLC
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