Europe

Simon Harris Mr. Harris heads the investment team and is the chair of the investment committee for GMO in London. He joined GMO after completing a B.Sc. in Mathematics from The City University (London). Mr. Harris is a Fellow of the Securities Institute.

Naser Bashir Mr. Bashir is an analyst for the quantitative equity team based in GMO’s London office. Mr. Bashir, who joined GMO in 2005, holds a BSc and MSc in Economics from the London School of Economics & Political Science. He also holds an MSc in Computer Science from Birkbeck, University of London and he is a CFA charterholder.

Chris Casey Mr. Casey is a Portfolio Manager in the UK equities team. Prior to joining GMO, he worked on high-frequency quantitative trading strategies for London-based hedge fund DPFM. Previously, he spent four years building fixed income credit portfolio solutions at UBS in London. Mr. Casey holds a BSc in Mathematics and Computer Science from Otago University in New Zealand, and an MSc in Finance from Birkbeck College, University of London in addition to an MSc in Applied Statistics and Operations Research also from Birkbeck College.

Frank Haertel Dr. Haertel works in product management for GMO Switzerland. Prior to joining GMO, he acted as the head of investment solutions and services for LGT Capital Management. Previous assignments include positions in quantitative research at UBS Asset Management and investment strategy & product management at UBS Private Banking. Dr. Haertel earned his M.S. in Economical Mathematics from the University of Ulm, his M.S. in Mathematics from Syracuse University, and his Ph.D. in Economics from the University of St. Gall. He is a certified EFFAS financial analyst.

Anthony Hene Mr. Hene is the lead manager for global quantitative portfolios. He joined GMO in 1995 and is based in our London office. Mr. Hene has an MSc in Biochemistry from the University of Oxford and holds the CFA designation.

Tom Smith Mr. Smith is responsible for equity research and development at GMO in London. Prior to joining GMO, he worked as an economic consultant. Mr. Smith holds a B.A. from Cambridge University and an M.Sc. in Economics and Econometrics from Exeter University. He is a CFA charterholder.

North America

Jeremy Grantham Mr. Grantham co-founded GMO in 1977. Prior to GMO’s founding, Mr. Grantham was co-founder of Batterymarch Financial Management in 1969 where he recommended commercial indexing in 1971, one of several claims to being first. He began his investment career as an economist with Royal Dutch Shell. Mr. Grantham is GMO’s chief investment strategist and is an active member of GMO’s asset allocation division. He is a member of the GMO Board and has also served on investment boards of several non-profit organizations. Mr. Grantham has been featured in Forbes, Barron’s and Business Week and is routinely quoted by the financial press. He earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.

Thomas Hancock Dr. Hancock is co-head of the GMO quantitative equity team and lead manager for international quantitative portfolios. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds a Ph.D. in Computer Science from Harvard University and B.S. and M.S. degrees from Rensselaer Polytechnic Institute.

Sam Wilderman Mr. Wilderman is co-head of the GMO quantitative equity team and lead manager for U.S. quantitative portfolios. Previously at GMO, he was responsible for research and portfolio management for the GMO Emerging Markets Strategies. He joined GMO in 1996 following the completion of his B.A. in Economics from Yale University. Mr. Wilderman is a CFA charterholder.

Chuck Joyce 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.

Tomas Bok Dr. Bok is an analyst within GMO’s quantitative equity team, specializing in designing and implementing trading systems. Prior to joining GMO in 2007, he previously worked at Lehman Brothers as senior vice president of equity quantitative analytics, heading their U.S. algorithmic trading product and at Investment Technology Group (ITG) where he led the structured trading strategies group and designed and managed the firm’s algorithmic trading products. Dr. Bok holds a B.A. in Quantitative Economics from Stanford University and a Ph.D. in Economics from Harvard University.

John Breedis Dr. Breedis is engaged in portfolio management for quantitative equity portfolios. Prior to joining GMO in 2002, Dr. Breedis worked as a senior development engineer for AMP, Incorporated/Tyco Electronics. He earned his B.S. from Lehigh University and his M.S. and Ph.D. from Pennsylvania State University, each in Materials Science and Engineering.

Hassan Chowdhry Mr. Chowdhry is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2007, his previous positions as an analyst include Batterymarch Financial Management and Putnam Lovell NBF. Mr. Chowdhry earned his B.S. in Economics his and B.A.S in Systems Engineering from the University of Pennsylvania, his M.P.A. from Harvard and his M.B.A. from MIT.

Ty Cobb Mr. Cobb is a member of the quantitative equity team, focusing on fundamental research. Prior to joining GMO in 1997, he worked at Brown Brothers Harriman as an administrative officer in the global custody and account services department. Mr. Cobb received a B.A. in Economics/Russian Language from Bucknell University and his M.S. in Finance from Suffolk University. He is a CFA charterholder.

Neil Constable Dr. Constable is engaged in portfolio management for quantitative equity portfolios. Prior to joining GMO in 2006, he was a quantitative researcher for State Street Global Markets and a post-doctoral fellow at MIT. Dr. Constable earned his B.S. in Physics from the University of Calgary and his Ph.D. in Physics from McGill University.

Kenvor Cothey Mr. Cothey is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2007, he worked at Morgan Stanley, London as a technical quantitative analyst. Previously, he worked for Dow Jones, London, as a lead developer. Mr. Cothey earned his M.Sc. in Computation and his M.Phys. in Physics from Balliol College, Oxford University.

David Cowan Dr. Cowan is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2006, he worked as a financial analyst and software developer for Nantahala Capital Management. Dr. Cowan earned his B.A. in Mathematics and Religion from Williams College, and his M.A. in Humanities from the University of Chicago. Additionally, Dr. Cowan received his Ph.D. in Mathematics from Tufts University.

Chris Darnell Mr. Darnell, a member of the GMO Board, manages GMO’s quantitative research effort and leads the Algorithmic Trading group, which he started in 2003. He joined GMO following the completion of the M.B.A. program at Harvard Business School. Mr. Darnell earned his undergraduate degree at Yale University.

Chris Fortson Mr. Fortson is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2009, he was an associate for Sankaty Advisors. Previously, he was also an analyst at Sankaty Advisors. Mr. Fortson earned his B.A. in Economics and Mathematics from Yale University.

Seth Glattstein Mr. Glattstein is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2001, he worked for Wellington Investment Management where he was involved in product development. Previously he was a lead software engineer for Project Software and Development, Inc. Mr. Glattstein earned his B.S. in Computer Engineering from Case Western Reserve University.

Anthony King Mr. King is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2002, he worked as an internet consultant for Winmill Software. Mr. King earned his B.S. in Management Science and Information Systems from Pennsylvania State University and his M.S. in Computer Science from Boston University.

Sam Klar Mr. Klar is an analyst within GMO’s quantitative equity team. Prior to joining full-time in 2006, he held a co-op position at GMO with the Emerging Markets group. Mr. Klar earned his B.S. in Finance from Northeastern University.

Jeffrey Leong Mr. Leong is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2009, Mr. Leong was a developer for AQR Capital Management. Previously, he was a developer at Morgan Stanley. Mr. Leong earned his B.S. in Computer Science from Columbia University.

Eric Liu Mr. Liu is an analyst within GMO’s quantitative equity team focusing on fundamental research. Prior to joining GMO in 2008, he worked as an analyst at Sankaty Advisors. Mr. Liu earned his B.A. in Economics from Yale University.

Diane Lopez Ms. Lopez leads GMO’s quantitative equity trading group. Prior to joining GMO in 1995, she worked as a fund accountant at Investors Bank & Trust. Ms. Lopez earned her undergraduate degree in Economics from the University of Massachusetts at Amherst.

Donna Murphy Ms. Murphy is engaged in portfolio management and product management of GMO’s quantitative equities. Prior to joining GMO in 2002, she was a partner and co-head of product management for INVESCO within its structured products group. Previously, Ms. Murphy held senior positions with Nicholas Applegate, UBS and the DAIS Group/Templeton. She earned her B.A. in Chemistry and Biology from Elon College and her M.B.A. from the University of North Carolina.

Tara Oliver Ms. Oliver is engaged in portfolio management for quantitative equity portfolios. Prior to joining GMO in 1996, she was an associate in the investment company practice at Coopers & Lybrand Consulting. Ms. Oliver earned her A.B. from Duke University and an M.B.A. from the Amos Tuck School of Business Administration at Dartmouth College. She is a CFA charterholder.

Robert Park Mr. Park is a fundamental analyst within GMO’s quantitative equity team. Prior to joining GMO in 2009, Mr. Park was an equity analyst for MFS Investment Management. Previously, he was a vice president and equity analyst for Pioneer Investment Management. Mr. Park earned his B.A. in History from Brown University and his M.B.A. from The University of Chicago.

Tom Rosalanko Mr. Rosalanko is a product manager focusing on GMO’s international quantitative equities. Prior to joining GMO in 2005, he worked at Putnam Investments as a managing director and institutional portfolio manager. Previously, he worked at SEI Corporation and Brown Brothers Harriman. Mr. Rosalanko earned his B.S. in Civil Engineering from MIT and his M.B.A. from The Wharton School, and is a CFA charterholder.

Joseph Stein Mr. Stein is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2003, he worked at Putnam Investments as an assistant vice president in financial engineering. Previously, Mr. Stein was a systems analyst in fixed income derivative research at Lehman Brothers. He earned his B.A. in Chemistry and Environmental Science from Wesleyan University and Masters Degree in Operations Research from Cornell University. Currently Mr. Stein is an MBA candidate at the Wharton School of Business at the University of Pennsylvania.

Martin Tarlie Dr. Tarlie is an analyst within GMO’s quantitative equity team. Prior to joining GMO in 2007, Dr. Tarlie previously worked as an analyst for Breakwater Trading and at Marlin Capital Corporation as the director of research. Dr. Tarlie earned his B.S. in Physics and Mathematics from the University of Michigan, his M.S. and Ph.D. in Physics from the University of Illinois at Urbana-Champaign, and his M.B.A. from the University of Chicago Graduate School of Business. He is a CFA charterholder.

Charles Taylor Mr. Taylor is engaged in portfolio management for quantitative equity portfolios. Prior to joining GMO in 1991, he was a geophysicist with the U.S. Air Force. Mr. Taylor earned his B.A. in Geology from New England College and his M.S. in Geophysics from Boston College.

Lucas White Mr. White is engaged in portfolio management for quantitative equity portfolios. Prior to joining GMO in 2006, he worked as a programmer and analyst for Standish Mellon Asset management. Previously, he worked as a programmer and analyst for Massachusetts Financial Services. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

Asia-Pacific

Rick Suvak Mr. Suvak acts as the head of Australian equities for GMO Australia. Previously, at GMO Boston, he was responsible for research and portfolio management for international quantitative equities. Prior to joining GMO, he worked for First Data Corp. Mr. Suvak received his B.A. from Eckerd College and an M.S. in Finance from Bentley College. He is a CFA charterholder.

Olivia Engel Ms. Engel is engaged in Australian quantitative equities portfolio management at GMO Australia. Prior to joining GMO, she held various positions at Colonial First State Investments/Commonwealth Investment Management, most recently as portfolio manager for the index funds. Ms. Engel has a Bachelor of Commerce and a Bachelor of Economics in Econometrics and Statistics from Australian National University. She is a CFA charterholder.

Brad Grehan Mr. Grehan is a portfolio manager at GMO Australia and is involved with trade execution for Australian equities as well as portfolio management and research. Prior to joining GMO, he worked as a senior dealer in institutional sales and sales trading at Tolhurst Ltd. Previously, Mr. Grehan worked at Morgan Stanley Australia as a sales trader. Mr. Grehan earned his Bachelor of Business in Finance and Accounting from Charles Sturt University.

Vikram Mundkur Mr. Mundkur is a quantitative analyst in the Australian equities team. He joined GMO in Sydney on completion of his Masters in Statistics (mathematical finance) at the University of New South Wales. Prior to this he held a Project Trainee position at Indus Software Pty Ltd in India. Mr Mundkur has a Bachelor of Commerce (Advanced Statistics) from Pune University, India as well as a Masters in Finance from the ICFAI in Pune, India.

Tommy Tam Mr. Tam is engaged in data and systems management for GMO Australia. Prior to joining GMO, he worked for the quantitative applications division of Macquarie Bank and was in charge of all the market data services. Mr. Tam earned his Bachelor of Computer Science and Technology from the University of Sydney.

Mark Thompson Dr. Thompson is involved in quantitative research at GMO Australia. Prior to joining GMO, he performed research and managed quantitative market neutral and long-short portfolios at State Street Global Advisors. Previously, Dr. Thompson worked at Queensland Investment Corporation as a quantitative research analyst. Dr. Thompson earned his B.S. and PhD in Mathematics from the University of Queensland. He is a CFA charterholder.

Geoff Wells Mr. Wells is involved in quantitative research at GMO Australia. Prior to joining GMO, he worked at Macquarie Investment Management for several years, most recently as a senior portfolio manager. Previously, Mr. Wells worked at Bankers Trust Funds Management as a portfolio manager and analyst. Mr. Wells earned his Bachelor of Commerce in Economics and Finance from the University of New South Wales and his graduate diploma from the Securities Institute of Australia.