For nearly 50 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions.
GMO’s sole focus is investing on behalf of its clients. Its investment teams identify and exploit long-term opportunities, developing solutions that anticipate and respond to client needs. Investment offerings include equity, fixed income, multi-asset class, and alternative strategies. GMO is known for blended fundamental and quantitative investment research expertise and a long-term orientation toward value investing.
Firm Overview
- Long-term, valuation-based investing using both quantitative and fundamental techniques
- Well-known for its candid, academically-rigorous market insights and advice
- Investment teams identify and exploit long-term opportunities, developing solutions that anticipate and respond to client needs
- Benefits from diverse expertise, intellectual curiosity, and open culture of debate
- Willing and able to take advantage of contrarian market opportunities
C$107 Billion
C$70B
C$16B
C$14B
C$7B
Source: GMO
AUM as of December 31, 2025. Figures are approximate and subject to change.
Presence
1977
434
104
10
Funds
Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investors should carefully consider a fund’s investment objectives and strategies, risks, fees and expenses before investing. Please read the offering documents before investing. Investment funds are not guaranteed. Fund values change frequently and past performance may not be repeated.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.