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JG
United States
Jeremy Grantham
FollowGMO quarterly · market valuations and climate
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Co-founder of GMO and its long-term investment strategist. Writes the firm's quarterly letter — a wide-angle survey of asset-class valuations, multi-decade cycles, and increasingly the resource-and-climate constraints he sees defining the next century of returns.
Portfolio · 2026-Q1
| Security | Shares | Market value | % of portfolio |
|---|---|---|---|
| MICROSOFT CORP COM | 6,176,138Shares increased 17% | $2286.2M | 5.8% |