GMO

Investment manager Boston Founded 1977 www.gmo.com

Boston asset allocator co-founded by Jeremy Grantham, built on mean reversion and long-horizon valuation forecasts. Its quarterly letters and Grantham's bubble essays are a standing counterweight to consensus optimism.

What they publish

GMO Research Library and Quarterly Letter

GMO's quarterly letters, white papers and Jeremy Grantham's essays on bubbles, valuation and long-horizon asset allocation. Read them to hear the firm that has argued for mean reversion longer than almost anyone.

Letters Intermediate Quarterly letter, plus white papers and Grantham viewpoints several times a year