Jeremy Grantham’s Top Dividend Stocks

Jeremy Grantham is the chief investment strategist of Grantham Mayo Van Otterloo (GMO), an investments firm with more than $100 billion under management. He’s also one of those rare managers who is not afraid to be a voice in the wilderness. Virtually alone among large money managers, Grantham steadfastly refused to get caught up in the 1990s tech bubble. His principled stand lost him nearly half his assets under management due to client defections, but those that stuck with him did well in the bear market that followed.

A decade later, he voiced concerns again about bubbles forming in the real estate and financial sectors…and we all know how those turned out. But lest anyone accuse him of being a “perma bear,” Grantham was pounding his fist on the table immediately after the 2008 meltdown telling investors to buy when everyone else was too terrified to move. Suffice it to say, this is a guy who has had a good grasp on the market conditions of the past several years. He’s someone you ought to listen to. It’s also not at all surprising to see that his holdings are serial dividend growers. After all, for long-term investors, the dividend today is far less important than the dividend 5 years from now.

Source: Guru Focus

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