Comparing 48 vs 48 investment principles across 16 common topics
Investment Style: Institutional Investing, Alternative Assets, Diversification, Long-term Orientation
David Frederick Swensen (January 26, 1954 – May 5, 2021) was an American investor and the chief investment officer at Yale University from 1985 until his death. He transformed Yale's endowment from $1...
Investment Style: Value Investing, Contrarian, Asset Allocation, ESG Focus
Jeremy Grantham (born October 6, 1938) is a British investor and co-founder of GMO (Grantham, Mayo, & van Otterloo), a Boston-based asset management firm managing over $60 billion in assets. He is ren...
Both David Swensen and Jeremy Grantham share principles on these topics.
| Topic | David Swensen | Jeremy Grantham |
|---|---|---|
| Long-Term Investing | 3 principles | 3 principles |
| Investment Psychology | 3 principles | 3 principles |
| Investment Philosophy | 3 principles | 3 principles |
| Market Psychology | 3 principles | 3 principles |
| Selling & Review | 3 principles | 3 principles |
| Mental Models | 3 principles | 3 principles |
| Margin of Safety | 3 principles | 3 principles |
| Thinking Methods | 3 principles | 3 principles |
| Life Wisdom | 3 principles | 3 principles |
| Value Assessment | 3 principles | 3 principles |
| Business Quality | 3 principles | 3 principles |
| Circle of Competence | 3 principles | 3 principles |
| Business Judgment | 3 principles | 3 principles |
| Buying Principles | 3 principles | 3 principles |
| Risk Management | 3 principles | 3 principles |
| Stock Picking | 3 principles | 3 principles |
David Swensen has 48 investment principles and Jeremy Grantham has 48. They share insights on 16 common topics, yet each brings unique perspectives and methodologies that complement each other.
David Swensen and Jeremy Grantham share principles across 16 investment topics. These common themes represent the most fundamental ideas in investing, approached from different but complementary angles.
Both masters offer invaluable wisdom. David Swensen with 48 principles and Jeremy Grantham with 48 principles cover complementary aspects of investing. Studying both provides a more complete investment framework.