Contrarian Investing with GMO's Ben Inker - FEG Insight Bridge
This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.
FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.
Topics discussed in the episode include:
How experienced professionals can have a significant influence on one's career, such as the impact Jeremy Grantham and David Swenson had on Ben's career
The impact of the rise of passive investing
Investment opportunities in quality and deep-value stocks
The distinct risks of the high concentration in large-cap tech stocks
