GMO LLC - Home

Welcome

GMO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across global developed and emerging markets, as well as absolute return strategies. Our client base includes endowments, pension funds, public funds, foundations and cultural institutions.

GMO is a private partnership that employs more than 500 people worldwide. Investment management is our only business. As of September 30, 2011, we managed $93 billion in client assets, $36 billion of which was in asset allocation strategies.

Our global offices include the firm's headquarters in Boston and offices in San Francisco, London, Zurich, Singapore and Sydney. For more information on GMO, please see About GMO.

To read Jeremy Grantham's 3Q 2011 letter, please click the title.

(To open file, please ensure you have the most recent version of Acrobat Reader installed.)

Other recent commentary available to the public can be found at the GMO Insights tab above, or by clicking on the links below:

Emerging Consumers Drive Gold Prices: Who Knew? -- Amit Bartia and Matt Seto

Capturing Domestic Demand in Emerging Markets: Neither Small Caps nor Multinationals Are a Good Proxy -- Arjun Divecha

You Can Bank on It: European Banks Need Tons of Money -- Richard Mattione

Re-Thinking Risk: What the Beta Puzzle Tells Us about Investing -- David Cowan and Sam Wilderman

Et tu, Berlusconi? The Daunting (But Not Always Insuperable) Arithmetic of Sovereign Debt -- Richard Mattione

A Value Investor's Perspective on Tail Risk Protection: An Ode to the Joy of Cash -- James Montier

Bent But Not Broken: Quick Thoughts on Post-Earthquake Japan -- Rich Mattione and Toby Rodes

The Seven Immutable Laws of Investing -- James Montier

In order to view other selected market commentary, please register with our website. Registering also gives you access to information about GMO's strategies as well as the GMO Trust Prospectus, Statement of Additional Information, and annual and semi-annual reports.