No. of Recommendations: 2
GMO is running real billions.
...
a little effort will give one an idea what they are doing
I'm your man when it comes to little effort.
From a Google query:
"His Overall Investment Playbook
Emphasize Value & Non-U.S. Equities: He generally recommends avoiding U.S. growth stocks and index funds, instead focusing on heavily discounted international stocks (such as Emerging Markets and Japanese equities).
Quality & Commodities: He favors high-quality stocks with low debt and robust profit margins, as well as heavily depressed natural resource sectors.
Defensive Allocations: He recommends increasing cash reserves for liquidity and allocating to precious metals, while notably avoiding cryptocurrencies like Bitcoin."
