Here is the presentation to go along with the paper below (You can find the PDF here).
A brief Summary:
Markets aren't efficient.
Relative performance is a dangerous game.
The time is never different.
Wait for the fat pitch.
Leverage can't make a bad investment good, but it can make a good investment bad!
Over-quantification hides a real risk.
Look for sources of cheap insurance.
If you're a fan of Montier, check out his book Value Investing.