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Gmo Quality Fund Class Iv (GQEFX)

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34.62 +0.07    +0.20%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.41B
Type:  Fund
Market:  United States
Issuer:  GMO
Asset Class:  Equity
GMO Quality IV 34.62 +0.07 +0.20%

GQEFX Overview

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

Large Blend

Total Assets

1.41B

Expenses

0.46%

Inception Date

38023

Investment Strategy

The investment seeks total return. The adviser seeks to achieve the fund’s investment objective by investing the fund’s assets primarily in equities of companies that GMO believes to be of high quality. At times, the fund may have substantial exposure to a single asset class, industry, sector, country, region, issuer, currency or companies with similar market capitalizations. The fund may invest in securities of companies of any market capitalization. The fund also may invest in U.S. Treasury fund, 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
Ty Cobb Portfolio Manager 2019 Now
Biography Mr. Cobb is a portfolio manager for GMO’s Quality Strategies. He is a member of the Focused Equity team and a partner of the firm. Previously at GMO, he led the fundamental research group for the Global Equity team. Prior to joining GMO in 1997, he worked at Brown Brothers Harriman. Mr. Cobb received a bachelor's degree in Economics/Russian Language from Bucknell University and an MS in Finance from Suffolk University. He is a CFA charterholder.
Anthony Hene Portfolio Manager 2015 Now
Biography Mr. Hene is a portfolio manager for GMO’s Quality Strategies and a member of the Focused Equity team. He is also a member of the GMO Board of Directors and a partner of the firm. Previously at GMO, he was engaged in portfolio management within the Global Equity team. Mr. Hene joined GMO full-time in 1995. He has an MSc in Biochemistry from the University of Oxford and is a CFA charterholder.
Thomas R. Hancock Portfolio Manager 2009 Now
Biography Dr. Hancock is the head of the Focused Equity team, a portfolio manager for GMO’s Quality Strategies and a partner of the firm. Previously at GMO, he was co-head of the Global Equity team. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds BS and MS degrees from Rensselaer Polytechnic Institute and a PhD in Computer Science from Harvard University.
David Cowan Portfolio Manager 2012 2015
Biography Mr. Cowan, Co-Head, Global Equity Team, GMO. Mr. Cowan has provided research and portfolio management services to GMO’s global equity portfolios since 2006 and has been the Co-Head of the Global Equity Team since September 2012.
William Joyce Portfolio Manager 2004 2013
Biography Member, Quantitative Equities Division, GMO. Mr. Joyce is jointly (with Messrs. Wilderman and Hancock) responsible for portfolio management and oversight of U.S. Quality Equity Fund. Since the Fund’s inception in 2004, Mr. Joyce has played a lead role in its design, research and management. Previously, Mr. Joyce shared responsibility for research and management of all U.S. quantitative equity strategies since 1998.
Sam Wilderman Co-Head 2005 2012
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.
Chuck Joyce Lead Portfolio Manager 2004 2007
Biography Mr. Joyce is the lead manager for quality quantitative portfolios. Prior to joining GMO in 1998, he worked for IBM and the U.S. Semiconductor Consortium, Sematech. Mr. Joyce earned his B.S. from Cornell University and his M.B.A. in Finance from the MIT Sloan School of Management.
Edmond Choi Senior Member 2004 2007
Biography Choi is a senior member of the U.S. Quantitative Division at Grantham, Mayo, Van Otterloo & Co(GMO). From 1994 to 2005, he was a member of the division responsible for managing GMO's U.S. active equity portfolio. Choi has conducted security analysis and research on the automobile, telecommunications, media, and technology industries. Prior to joining GMO in 1994, he worked in the Equity Research Department of Furman Selz, Inc.
Donna Murphy Product Manager 2004 2007
Biography Murphy is on GMO's U.S. equity quantitative investment team with a special focus on product management. Prior to joining GMO, she was a partner and co-head of product management for INVESCO within its structured products group. Previously, Murphy held senior positions with Nicholas Applegate, UBS and the DAIS Group/Templeton.
Jeremy Grantham founding Partner, Portfolio Manager 2004 2006
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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