ClaimsJeremy Grantham

“It would also have been badly beaten by aggressive portfolios during the tech bubble of 2000.”

Jeremy Grantham, GMO letter author April 2012 My Sister's Pension Assets and Agency Problems (GMO)

Factual Their own work or organisation

GMO's benchmark-free allocation strategy would have been badly beaten by aggressive portfolios during the 2000 tech bubble.

Unresolvable The public record could not settle it.

Factual: Statements about the present or the past, checked against the record: did they hold up?

Said for an organisation they lead or work for; it counts on both records.

Reasoning

Counterfactual about how a strategy would have performed.

Cite this claim

Jeremy Grantham, “GMO's benchmark-free allocation strategy would have been badly beaten by aggressive portfolios during the 2000 tech bubble.” (said April 2012). Verdict: unresolvable. Reliability API, claim c_16982a91cf81, method 0.1.0+28da144b, dataset release v1.1.2. https://epistacklabs.com/claims/c_16982a91cf81

This claim is in dataset release v1.1.2, with the same verdict.

Reply to this claim

For Jeremy Grantham, or someone speaking for them: a correction or counter-evidence. Replies are read before anything is shown; an approved reply shows your name, role, date, statement and link. Your email address is never shown and is deleted 30 days after the decision (privacy).

More factual claims by Jeremy Grantham

  1. Mostly true Factual January 2016
    “The tone of the market commentators back in January, when I was writing my last quarterly letter, seemed much too pessimistic on global stock markets, particularly the U.S. market, and I said so.”

    In his previous quarterly letter written in January, Grantham said market commentators were too pessimistic on global stock markets, especially the U.S.

  2. Mostly true Factual January 2016
    “I had warned of trouble if China slowed its growth for demand for minerals quickly.”

    Grantham had earlier warned of trouble if China quickly slowed its demand growth for minerals.

  3. Mixed Factual 3 December 2012
    “We have been modeling momentum and value as two key variables for 33 years, so this is pretty old hat.”

    GMO has modeled momentum and value as two key variables for 33 years.

  4. Resolved true Factual 3 December 2012
    “We are solvent, and we have stayed in business.”

    GMO is solvent and has stayed in business.

  5. Mostly true Factual April 2012
    “we were 2 to 3 years early in our calls in both cases.”

    GMO's calls on the Japan 65 P/E market and the 2000 U.S. tech bubble were 2 to 3 years early.

All of them

Verdicts are made automatically; how verdicts are made.