Grantham is a value investor and co-founded GMO in 1977. GMO is one of the top long-term investment firms. They offer different mutual funds for wealthy investors. The minimum investment size is $5 million. Grantham is known for his predictions of stock market bubbles. He foresaw the dot-com implosion and got out of Japanese stocks in the 1990s before the economy stagnated.
Jeremy Grantham's investment strategy reflects a focus on tech and health sectors with his top five stock picks. Microsoft Corporation commands the largest share at 5.4%, indicating a strong belief in its continued growth and innovation leadership within the software industry. Meta Platforms Inc, known for its social media dominance, holds second place in Grantham's portfolio at 4.1%. Alphabet Inc, the parent company of Google, represents another core holding at 3.4%, showcasing Grantham's confidence in its search engine supremacy and expanding ventures. E-commerce giant Amazon.com Inc is also prominent at 3.1%, suggesting an expectation of sustained retail and cloud computing expansion. Lastly, UnitedHealth Group Inc rounds out the top five at 3.0%, reflecting an understanding of the healthcare sector’s resilience and potential for long-term profitability. Collectively, these stocks provide insight into Jeremy Grantham’s investment themes and convictions toward enduring market-leading companies.
