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Posts Tagged ‘James Montier’

Simoleon Sense interviews James Montier

Posted in About, Net Current Asset Value, Stocks, Value Investment, tagged , , , on March 10, 2010 | 3 Comments »

I’m a huge fan of James Montier’s work on the rationale for a quantitative investment strategy and global Graham net net investing. Miguel Barbosa of Simoleon Sense has a wonderful interview with Montier, covering his views on behavioral investing and value investment. Particularly interesting is Montier’s concept of “seductive details” and the implications for investors: [...]

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What Montier’s Painting by Numbers can offer to value investors

Posted in About, Stocks, Value Investment, tagged , , , on December 22, 2009 | 12 Comments »

In his 2006 research report Painting By Numbers: An Ode To Quant (via The Hedge Fund Journal) James Montier presents a compelling argument for a quantitative approach to investing. Montier’s thesis is that simple statistical or quantitative models consistently outperform expert judgements. This phenomenon continues even when the experts are provided with the models’ predictions. Montier argues [...]

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