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Grantham, Mayo, & Van Otterloo

Acronym
GMO
Entity Type
Investment Management Firm
Link
Website
Industry
Finance, Investments & Asset Management
Location
Boston
Founding Date
1977

Grantham, Mayo & Van Otterloo is a Boston-based money manager with rouhgly 70 Billion under management. The firm focuses on high-level asset allocation.

  • One of the largest asset managers in the world
  • Regularly publishes a 7 year forecast for the returns on various asset classes
    • These have proven to be somewhat accurate over time
    • Chose 7 years because historically it takes asset classes 7 years for an asset class to return to its fair value (whether starting from over or undervalued)
  • Has a strong focus on Foreign & Emerging Markets
    • Takes a top-down approach to select the best countries to invest in
    • Looks at countries based on Valuation (what's cheap) and Macro (which countries are doing the right things)
    • During 2020 added a Covid Overlay - who is doing well and who is prepared to deal with problems.

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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