Grantham Growing Bearish

GMO’s Jeremy Grantham says people may be underestimating the impact the Japan crisis will have on the rest of the world, and says he’s growing less confident that the “Presidential…

Herro, de Vaulx Still Like Japan

A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one…

Opportunity in Japan?

Top value manager Charles de Vaulx continues to see opportunity in one of the world’s most unloved markets: Japan. “Japan is by far one of the cheapest markets in the…