Co-founder and long-term investment strategist, GMO, 1977-present; founder, Grantham Foundation for the Protection of the Environment
Wrote no book, but his GMO quarterly letters are the most widely read running commentary on asset bubbles and mean reversion, and he extended that framework to climate and resource scarcity.
20 letters · 7 articles
www.gmo.com/americas/research-library/
GMO's research library indexes Grantham's letters as HTML pages, but the underlying PDFs are individually addressable at gmo.com/globalassets/articles/ - under quarterly-letter/<year>/ for the years he wrote the firm's quarterly letter, and under viewpoints/<year>/ from 2017, when Ben Inker and James Montier took over the quarterly letter and Grantham's pieces moved to the Viewpoints series. Only Grantham-authored pieces are listed here; the generic gmo-quarterly-letter_*.pdf files from 2017 on are by other GMO authors and are excluded.