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.
- Value, Value , Value : Value investing with a margin of safety
- Be contrarian
- Be patient
- Be unconstained in your search for value
- Dont forecast
- Cycles matter
- History matters
- Be skeptical
- Be top and bottom up
- Treat your clients as your treat yourself
