"Pets and favorites". Keynes’s Practice as Investor in the Stock Exchange

I will examine Keynes’s investment philosophy, both as institutional and personal investor, which he summarized in the statement: “the right method in investment is to put fairly large sums into enterprises which one thinks one knows something about and in the management of which one thoroughly believes”. On the basis of largely unexplored archival material (ledgers and correspondence) I will look at his favourite holdings –which he referred to as his “pets”- both in Wall Street and the London Stock Exchange in the 1930s, searching for clues behind the choice of these assets.