Events | April 26, 2024

Catherine LeGraw on the Meb Faber Podcast

Rare Opportunities Not Seen in 35 Years

Authors

Catherine LeGraw

Ms. LeGraw is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, Ms. LeGraw was an analyst at Bear, Stearns & Co. She received her BA and her BS in Economics from the University of Pennsylvania. She is a CFA charterholder.

Overview

Catherine LeGraw, portfolio strategist for GMO’s Asset Allocation team and a partner at the firm, joined Meb Faber on the Meb Faber show podcast. In the episode, Catherine explained why she believes this is the best relative asset allocation opportunity GMO has seen in 35 years and how GMO is building portfolios with some of the highest forecasted relative and absolute returns we have ever seen. Catherine also explained where she sees opportunity around the world today, why she is excited about deep value and quality, and how she’s thinking about the Magnificent 7.

You can listen to the full podcast here: Rare Opportunities Not-Seen In 35 Years: Catherine LeGraw of GMO Reveals (youtube.com)

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