GMO, founded in 1977, is a privately held global investment management firm servicing clients in the corporate, public, endowment, and foundation marketplaces. As of March 31, 2008, we managed $135 billion* in client assets using a blend of traditional judgments with innovative quantitative methods to find undervalued securities and markets.

Our success in consistently providing value added performance across a broad range of asset classes is founded on several key factors that include: discipline, value orientation, investment research, and constant innovation (see GMO Qualities below). Our broad-based value added over benchmarks has led many of our clients to request that we allocate assets and advise them on a global scale.

Our assets can be broadly categorized as follows:

Equities: $118 billion ($86 billion non-U.S.)
Fixed Income: $17 billion
Absolute Return: $10 billion**
Asset Allocation: $38 billion**


GMO Qualities
Excellence
We constantly strive for excellence, especially with regard to performance, client relations, and how we do our job.

Calculated Risk-Taking
We take calculated risks – when prudent – as a condition of winning.

Responsibility
We place the highest importance on our responsibility to our clients, to each other, and to building for the future.

Something Better
We strive to be unique, to set the standards for others, and to demonstrate our ability to sustain and grow.

We serve our global client base from our headquarters in Boston and offices in San Francisco, London, Zurich, Singapore, and Sydney. GMO employs more than 400 people worldwide. For more information on GMO, please see Firm History. 

*  Represents assets from both GIPS and non-GIPS compliant firms.  There are two GIPS compliant firms. The first is Grantham, Mayo, Van Otterloo & Co. LLC ("GMO"), an independent investment adviser registered under the Investment Advisers Act of 1940.  GMO's accounts are managed by investment management offices in Boston, MA and Berkeley, CA.  GMO has total assets of $123,708,799,120. The second firm is defined as GMO UK Limited.  GMO UK was established to manage mandates primarily for UK and other European clients.   GMO UK is authorized and regulated by the Financial Services Authority in the United Kingdom.  GMO UK firm assets are $5,423,746,314.

** Absolute Return and Asset Allocation assets are accounted for within underlying strategies and should not be double-counted.