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Grantham, Part 5

This video is part five of five from GMO's Jeremy Grantham's address at the 2018 Morningstar Investment Conference. You can also watch parts one, two, three, and four.

Jeremy Grantham: This is what a portfolio, it's our portfolio of climate change which has been around for a year. What we're trying to do is just understand these amazing cross forces at work and make money. I think it would have a bigger statement to clobber the benchmark than anything else. It has lots of clean energy, smart grid, copper. Copper is 5 times more used by electric cars and electricity in general. Masses of energy efficiency opportunities, and agriculture over 23%. I can say one thing, I can guarantee that they will have a higher top-line revenue than the balance of the market.