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2014-04-13T00:00:00.000Z

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Wrong James Montier?

Mr. James Montier

Chief Investment Officer

Portfolio 21

HQ Phone: (503) 224-7828

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Portfolio 21 Holdings

Portfolio 21

721 NW Ninth Ave. Suite 250

Portland, Oregon 97209

United States

Company Description

Portfolio 21 is a global equity mutual fund investing in companies seeking to design ecologically superior products, using renewable energy, and developing efficient production methods. Portfolio 21 companies seek to prosper in the 21st Century by recogni ... more

Find other employees at this company (13)

Background Information

Employment History

Simoleon Sense

Co-Head of Global Strategy

Societe Generale SA

Contributor

Grant's Financial Publications

Affiliations

Board of Advisors Member
Advisor Perspectives

Member of the Asset Allocation Team
GMO LLC

Visiting Fellow
University of Durham

Fellow
RSA Corp

Advisory Board Member
Brandes Investment Partners , L.P.

Member of the Asset Allocation Team
Jeremy Grantham

Member of the Top-Ranked Investment Strategy Team
Thomson Extel

Education

B.A.

Economics

Portsmouth University

M.Sc.

Economics

Warwick University

bachelor's degree

economics

University of Portsmouth

master's degree

economics

University of Warwick

Web References (200 Total References)


Portfolio 21 Investments » Simplicity in a Complex World

portfolio21.com [cached]

While attending the CFA Conference in Chicago a couple of weeks ago, I got to listen to one of my favorite financial voices, James Montier of GMO. In a conference heavy on academic presentations, it was refreshing to hear an investing practitioner hold forth. Presenting his white paper, "The Flaws of Finance," he summed up the state of our business thusly:

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Jim is Portfolio 21's Chief Investment Officer. He has more than 20 years of experience in socially and environmentally responsible investing.


While attending the CFA Conference in ...

www.portfolio21.com [cached]

While attending the CFA Conference in Chicago a couple of weeks ago, I got to listen to one of my favorite financial voices, James Montier of GMO. In a conference heavy on academic presentations, it was refreshing to hear an investing practitioner hold forth. Presenting his white paper, "The Flaws of Finance," he summed up the state of our business thusly:

...
Jim is Portfolio 21's Chief Investment Officer. He has more than 20 years of experience in socially and environmentally responsible investing.


James Montier ...

www.AdvisorPerspectives.com [cached]

James Montier


Portfolio 21 Investments » corporate governance

portfolio21.com [cached]

While attending the CFA Conference... in Chicago a couple of weeks ago, I got to listen to one of my favorite financial voices, James Montier of GMO.


James Montier Resource Page - Eurosharelab

eurosharelab.com [cached]

James Montier Resource Page

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James Montier Resource Page Tim du Toit 2016-05-13T14:07:24+00:00
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James Montier Resource Page
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I met James Montier at a value investment seminar in Italy in 2007 where he presented. We had long discussions later the day and into the evening on value investing and investment strategy.
James was kind enough to put me on his distribution list and I really looked forward to each of his articles as they always taught me something.
Unfortunately James decreased his writings since taking a position with the asset manager GMO in 2010.
I decided to put this resource page together so you can also benefit from James's investment wisdom.
James Montier's Amazon Page shows all the books he has authored as well as the following short biography:
James Montier is a member of GMO's asset allocation team.
Prior to that, he was the co-Head of Global Strategy at Société Générale and has been the top-rated strategist in the annual Thomson Extel survey for most of the last decade.
Montier is the author of four market-leading books:
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Here is a list of investment books James has recommended: James Montier Book Suggestions
2015
This June 2015 article titled GMO's Montier: we haven't been this risk-averse since 2008 summarises James's view of how difficult it is to invest in the current highly valued market including the current "stable hell" situation.
In this May 2015 article How to invest in a central bank sponsored speculative bubble James Montier gives his ideas on how to invest in the current zero interest rate environment.
His advice: "Retail investors are free to hold as much cash as they like. The greatest challenge for retail investors is remaining patient in the current market while asset prices rise, but then again that is the difference between investing and speculation."
In a 27 January 2015 article Looking Back at James Montier's "Perfect" Value Investors Larry Swedroe looks at the performance of the The Perfect Value Investors James Montier identified in 2006.
2014
In this 3 December 2014 article called The stock market is hideously expensive James Montier, the outspoken value investor and member of the asset allocation team of Boston-based GMO, talks about dangerously high valuations and the virtues of holding dry powder.
At the keynote address at the October 2014 European Investment Conference in London James Montier made an interesting argument saying that shareholder value maximization is "a bad idea. James said it has not added any value for shareholders and has contributed to such major economic and social problems as short-termism and rising inequality.
In this 7 July 2014 panel discussion We will continue to swim in a sea of liquidity James Montier discusses the current investment environment with Felix Zulauf and David Iben.
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James Montier: "Even if we factor in low interest rates for the next twenty years, we're still not seeing great opportunities. We can find stuff that may be fair value in that scenario, but it's far from obvious. This is a…"
CNN Money interviewed James Montier on 7 May 2014 in an article called Are stocks overpriced?
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James Montier, who helps manage $117 billion at GMO - itself an adviser to two Wells Fargo funds - is bearish.
Both make strong arguments - ones that may challenge your view of today's investing climate.
James quote: "I'd call it a foie gras market, in which investors are the geese being force-fed risk assets by central banks," Montier said. "It isn't pleasant, but it may be the best that you can do given the alternatives that are available to you."
The Economist magazine in its 26 February 2014 article CAPE Fear printed a good summary of James Montier's article A CAPE Crusader - A Defence Against the Dark Arts (available on the GMO.com website - registration required) where James argues that the US markets are overvalued and that the Shiller PE may even be underestimating this undervaluation.
Business Insider on 14 February 2014, in an article titled James Montier's Annotated CAPE Chart Is Brilliant wrote about an insightful chart James Montier used at a presentation in 2011 showing how the market always reverts to the mean explaining why the market is currently overvalued and why future US stock market returns will not be anything to get excited about.
Robert Huebscher in a 4 February 2014 article called What Worries Me Right Now uses a few articles James Montier wrote that shows why and how the US market is currently overvalued and returns are unlikely to be attractive.
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In this 22 July article James Montier explores why, with the current record low interest rates "We May Be Witnessing The Death Of Bonds As An Asset Class"
In an 18 June 2013 Advisor Perspectives article James talks about, in spite of record low interest rates, Why to Hold Cash.
This 24 May 2013 Money Week article by editor-in-chief Merryn Somerset Webb summarises a presentation by James Montier titled "Abandon austerity, forget inflation, and avoid Japan?"
In this 13 May 2013 presentation by James Montier at the London Value Conference: James said that GMO was now 50% in cash as no asset class was undervalued.
In a 9 April 2013 radio interview James said that Value investors face a difficult opportunity set as asset prices increase.
In a 15 February 2013 article entitled Hyperinflations, Hysteria, and False Memories James Montier explains why, in spite of all the money printing throughout the world it is unlikely to result in hyperinflation.
2012
On 29 November 2012 GMO published an article by James called The 13th Labour of Hercules: Capital Preservation in the Age of Financial Repression
In the article James shows why we have financial repression (a policy that results in consistent negative real interest rates) and what you can do about it.
On the 24th of October 2012 James took part in an online conference, hosted by ValueConferences, and addressed the application of his Seven Immutable Laws of Investing to the European stock markets.
You can find a summary of what he said on the Enterprising Investor blog in an article called James Montier Applies His Seven Immutable Laws of Investing to Europe
The great Greenbackd blog on 8 May 2012 published an article called James Montier on why investors struggle to follow the Magic Formula: Cognitive Biases and Behavioral Errors using a previous article James wrote called The Little Note that Beats the Market to explain why investors interfering with the Joel Greenblat's magic formula does worse than if you would mechanically apply the formula to your portfolio.
On 6 May 2012 the Above the Market blog published an excellent short summary of the main points James made in his talk called The Flaws of Finance at the CFA conference.
The CFA Institute also published a great summary of James's speech called; James Montier: More Realistic Financial Models Incorporating Illiquidity and Leverage Are Needed
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On 12 February 2012 the Financial Times published a great article on GMO and James Montier called GMO investor clued up on human beings.
James reiterates the value of applying behavioural finance to your investment decisions and gives a lot of practical advice you can use such as keeping a written record of your investment decisions or your brain will just rewrite history.
2011
On the 20 September 2011 the Financial Times published an article by James Montier called
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On 15 August 2011 Jenny Lowe interviewed James Montier for InvestmentAdvisor, part of the Financial Times.
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In this December 22, 2010 GMO White Paper titled, In Defense of the Old Always (free registration required) James Montier defends the relevance of mean reversion.
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On August 31, 2010, James Montier wrote a blog post titled Bond Bubble - a sterile debate on semantics where he addresses the debate on whether the bond market is in a bubble or not.
According to James, the real issue should be whether bonds offer a sensible rate of return to long term investors. The valuation of bonds is a relatively simple process having three components: the real yield, expected inflation and an inflation risk premium.
Under the three components, he calculated that the fair values of 10 year bonds is 4% under normal circumstances. He also simulated that under a "Japanese outcome of no inflation," the yield would be 1% and "inflation outcome" yield would be at 7.5%
It is interesting to note that the market is currently implying a 70% probability that the United States will have a period of zero inflation for the next decade.
Cardiff Garcia of the Financial Times' Alphaville blog in an August 20, 2010 article title

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