Thank you for registering with our website. Please read the following information before proceeding.
Institutional Investors/Consultants
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. The minimum investment for an account holding one or several of our mutual funds is $10 million; our tax-managed mutual funds carry $5 million minimums; our private products (hedge funds/LPs) carry minimums of $1 million to $5 million; a separately managed account must have assets of $100 million or more.
For registered users, we provide performance, investment characteristics, top holdings, etc., for our strategies. If after reviewing the available information you have questions that you would like to direct to one of our business development or consultant relations professionals, please click on the link for more information.
Individual Investors
GMO makes some of its market commentary available to the general public. You will also find much of the same information about our strategies that we provide for our institutional clients.
Please note, however, that GMO serves a primarily institutional client base. Although we do have a small number of high net worth clients, GMO is an investment manager and does not offer investment advisory services that one might find at an organization that is dedicated to servicing high net worth individuals.
The minimum investment per account at GMO is $10 million or $5 million for our tax-managed products. Each account may hold any number of our SEC- registered mutual funds. GMO also offers several privately-managed products (hedge funds), with minimums ranging from $1 million to $5 million. In addition, there are several additional investor qualifications necessary to participate in these private offerings, including specific minimum net worth, income, and total other security investment amounts. If you are interested in viewing data for our private offerings, and believe you meet the financial requirements, please click here for contact information. Information about our private funds is not available to non-qualified web users.
If you do not meet our $10 million investment minimum, but are interested in investing with GMO via one of our sub-advisory relationships (which have much lower minimum investment requirements), please note the following alternative investment options:
GMO sub-advises several funds that are offered to private investors through Evergreen Investments and John Hancock Funds. Please use the toll-free numbers or web addresses below to request a prospectus (which you should read before investing) and information about fees, expenses, and investment minimums. GMO does not provide any information about these sub-advised investments.
Through Evergreen Investments: Evergreen Asset Allocation Fund invests all of its assets in Asset Allocation Trust, which is advised by GMO. Contact Evergreen at 800-343-2898 or www.evergreeninvestments.com.
Through John Hancock Funds: GMO is the sub-advisor for the US Core, Growth, Intrinsic Value, Small/Mid Cap Growth, Small/Mid Cap Value, International Growth, and International Core Funds. Contact John Hancock Funds at 800-225-5291 or www.jhfunds.com.
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