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Gmo Global Equity Allocation Fund Class Iii (GMGEX)

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29.96 +0.15    +0.50%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 619.63M
Type:  Fund
Market:  United States
Issuer:  GMO
Underlying:  MSCI ACWI Net USD
Asset Class:  Equity
GMO Global Equity Allocation III 29.96 +0.15 +0.50%

GMGEX Overview

 
On this page you'll find an in-depth profile of Gmo Global Equity Allocation Fund Class Iii. Learn about the key management, total assets, investment strategy and contact information of GMGEX among other information.
Category

World Large-Stock Value

Total Assets

619.63M

Expenses

0.01%

Inception Date

35395

Investment Strategy

The investment seeks total return greater than MSCI ACWI Index. The fund is a fund of funds and invests primarily in equities traded in U.S. and non-U.S. markets through its investment in the equity funds and GMO-managed exchange-traded funds. Under normal circumstances, the fund invests at least 80% of its assets in equities. It may invest in securities of companies of any market capitalization. In addition, the fund may lend its portfolio securities. The fund also may invest in U.S. Treasury funds, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.

Contact Information

Address 40 Rowes Wharf
Boston,MA 02110
United States
Phone +1 617 3307500
Fax 617-261-0134

Top Executives

Name Title Since Until
John Thorndike Co-Head of GMO Asset Allocation team 2019 Now
Biography Mr. Thorndike is co-head of GMO’s Asset Allocation team and a partner of the firm. Mr. Thorndike currently oversees asset selection and portfolio construction decisions, as well as team management responsibilities. Prior to joining GMO in 2015, he was a managing director and Deputy CIO at The Investment Fund for Foundations. Previously, he was an analyst with TIFF. Mr. Thorndike earned his bachelor's degree in Physics from Bowdoin College.
Ben Inker Director 1996 Now
Biography Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.
Sam Wilderman Co-Head 2012 2016
Biography Mr. Wilderman is the co-Head of Asset Allocation Team and Developed Fixed Income Team for GMO. Mr. Wilderman has been responsible for overseeing the portfolio management of GMO’s asset allocation portfolios since September 2012, and for overseeing the portfolio management of GMO’s developed fixed income portfolios since November 2014. Previously, Mr. Wilderman had been Co-Head of GMO’s Global Equity Team since 2009.
Jack Gray Portfolio Manager 2007 2008
Biography Gray is a portfolio manager of GMO Global Balanced Asset Allocation Fund.
Nick Nanda Research Analyst, Portfolio Manager 1997 2007
Biography Nanda is responsible for research and portfolio management for GMO's asset allocation strategies.
Matt Kadnar Portfolio Manager 1997 2007
Biography Mr. Kadnar is a member of GMO’s Asset Allocation team and a partner of the firm. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned his bachelor's degree from Boston College majoring in Finance and Philosophy and a JD from St. Louis University School of Law. He is a CFA charterholder.
Jeremy Grantham founding Partner, Portfolio Manager 1997 2007
Biography Grantham is a founding partner of Grantham, Mayo, Van Otterloo & Company. He has been engaged in the company's equity and fixed-income portfolio management since its inception in 1977.
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