Comparing 48 vs 54 investment principles across 16 common topics
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...
Investment Style: Global Macro, Risk Parity, Systematic Trading, Diversification
Raymond Thomas Dalio (born August 8, 1949) is an American billionaire investor and hedge fund manager. He founded Bridgewater Associates in 1975, which became the world's largest hedge fund with over ...
Both Jeremy Grantham and Ray Dalio share principles on these topics.
| Topic | Jeremy Grantham | Ray Dalio |
|---|---|---|
| Thinking Methods | 3 principles | 6 principles |
| Long-Term Investing | 3 principles | 3 principles |
| Risk Management | 3 principles | 3 principles |
| Business Quality | 3 principles | 3 principles |
| Stock Picking | 3 principles | 3 principles |
| Circle of Competence | 3 principles | 3 principles |
| Buying Principles | 3 principles | 3 principles |
| Mental Models | 3 principles | 3 principles |
| Investment Psychology | 3 principles | 3 principles |
| Market Psychology | 3 principles | 3 principles |
| Value Assessment | 3 principles | 3 principles |
| Selling & Review | 3 principles | 3 principles |
| Investment Philosophy | 3 principles | 3 principles |
| Business Judgment | 3 principles | 3 principles |
| Life Wisdom | 3 principles | 6 principles |
| Margin of Safety | 3 principles | 3 principles |
Jeremy Grantham has 48 investment principles and Ray Dalio has 54. They share insights on 16 common topics, yet each brings unique perspectives and methodologies that complement each other.
Jeremy Grantham and Ray Dalio 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. Jeremy Grantham with 48 principles and Ray Dalio with 54 principles cover complementary aspects of investing. Studying both provides a more complete investment framework.