04.17.2012 - By Cambridge University
Idiosyncratic portfolios and an unconventional approach are two of the findings in the first detailed analysis of John Maynard Keynes' investment philosophy, strategies and trading records by Dr David Chambers and Professor Elroy Dimson. "The popular consensus to have grown up around Keynes is that he was a fantastic investor. Whilst we have not exploded that story, we reveal it is a more nuanced story than this popular view suggests."