Thought-leading investor James Montier, PM at GMO, has just recorded an exclusive Q&A for European Investing Summit 2012!
The rare 47-minute session with James is packed with insights on Europe and provides a practical guide on applying Montier’s Seven Immutable Laws of Investing to the Eurocrisis. The fully on-line European Investing Congress will take place October 9th and 10th, where Montier will be speaking, Click to register for European Investing Congress.
Every month and quarter, multiple reports on average hedge fund returns are released from several sources. However, it can be difficult to sift through the many returns to uncover the most consistent hedge funds. The good news is that Eric Uhlfelder recently released his "2022 Survey of the Top 50 Hedge Funds," which ranks the Read More
Here are two free excerpts for your enjoyment:
Montier on the case for dividend swaps:
Montier on the challenges facing Europe: