Long-term returns

CONTRARIAN INVESTOR

"Sitting quietly, doing nothing, Spring comes, and the grass grows by itself." Zenrin Kushû (The Way of Zen)

I am determined to strong arm a leading investor or strategist to write an updated version of Zen and the Art of Motorcycle Maintenance, with a particular emphasis on how to invest over the long term. Behavioural investment fiend James Montier, now at GMO, was last year’s target and over a coffee and muffin he seemed very interested but sadly he plumped for a Little Book on his favourite subject (an excellent read by the way). This year I will be targeting Paul Marson at Lombard Odier (see pages 40-41) – who is also a great believer in the art of focus and patience in investing. My st...