Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity | #486

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 21 June 2023

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guests are GMO’s Ben Inker and Tom Hancock. Ben is the co-head of GMO’s Asset Allocation Team and Tom is the head of Focused Equity team and a portfolio manager for GMO’s Quality Strategies. In today’s episode, Ben and Tom give their take on the markets so far in 2023. They both share why they think quality and value stocks are attractive today. We dig into both factors and get specifics on their set up looking forward. We also touch on growth traps, Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be disrupted by AI. Did you enjoy this episode? Leave us a review, and then listen to Meb’s episode last year with GMO co-founder Jeremy Grantham. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. YCharts offers a suite of intuitive tools, including numerous visualizations, comprehensive security screeners, portfolio construction, communication outputs, and market monitoring. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription. (New clients only). Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.5	Meff Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Did the industry regulations, he will now discuss any of Cambry's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.7	Welcome, my friends, we got such a fun episode for you today our returning guests is
0:43.6	GMO's Ben Incer and we also told him to bring a friend today he brought
0:47.0	Tom Hancock Ben is the co-head of GMO's asset allocation team and Tom is the head of
0:51.7	focused equity team and also a portfolio manager for
0:54.5	GMO's quality strategies.
0:56.7	In today's episode, Ben and Tom give their take on the markets so far in 2023.
1:01.7	They share why they think quality and value stocks are attractive. We dig into
1:05.5	both factors and get specifics on their setup looking forward. We also touch on growth traps,
1:10.5	Japan stocks, the opportunity set in emerging markets, and what companies are at risk to be
1:15.9	disrupted by AI.
1:17.7	Before we get to the episode, be sure to go to Apple, Spotify, or wherever you listen to
1:21.3	the show and leave us a review. We love to read them. We have 849 reviews on
1:25.1	Apple and 74 on Spotify, so let's get them in. We love to read them.
	...

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