Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Apr 17, 2023
Monday Apr 17, 2023
This week we’re joined by Ben Inker from GMO, where he’s the Co-Head of Asset Allocation. He joined the firm right after graduation from college in 1992 and has worked very closely with finance legend Jeremy Grantham. He is also an active contributor to GMO’s most extensive research library. You can find some of Ben’s recent investment insights with the following links:
https://www.gmo.com/americas/research-library/3q-2022-gmo-quarterly-letter_gmoquarterlyletter/
https://www.gmo.com/americas/research-library/growth-traps-snap-shut_insights/
We’d like to thank Robert Hunter for introducing us to Ben. Robert organises the London Value Investor Conference each year, which we suspect fans of this podcast would be interested in. This year’s conference is coming up on the 18th of May and Ben will be speaking. We sat down with Ben to discuss; his experiences working closely with Jeremy Grantham and James Montier; answering the question, ‘is mean reversion dead?’; how to help clients break from old habits and move into the uncomfortable; where he thinks value is in today’s cycle; and the difference between value and growth traps. Enjoy!
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