Reducing the Pain of Contrarian Investing
It isn’t easy being different, but having a disciplined valuation framework can help keep your emotions in check, says GMO’s James Montier.
It isn’t easy being different, but having a disciplined valuation framework can help keep your emotions in check, says GMO’s James Montier.
Emma Wall: Hello and welcome to Morningstar. I'm Emma Wall and I'm joined today by James Montier, Head of Asset Allocation for GMO.
Hello James.