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Gmo U.s. Equity Fund Class Iii (GMUEX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 66.34M
GMO US Equity Allocation III
14.94
+0.11
+0.74%
- Overview
- Profile
- Historical Data
- Holdings
GMUEX Overview
On this page you'll find an in-depth profile of Gmo U.s. Equity Fund Class Iii. Learn about the key management, total assets, investment strategy and contact information of GMUEX among other information.
Investment Strategy
The investment seeks high total return. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in equities tied economically to the United States. It also may invest in U.S. Treasury fund, in money market funds unaffiliated with GMO, and directly in the types of investments typically held by money market funds.
Contact Information
Address
40 Rowes Wharf
Boston,MA 02110
United States
Boston,MA 02110
United States
Phone
+1 617 3307500
Fax
617-261-0134
Web
www.gmo.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Simon Harris | Head of GMO Systematic Equity | 2019 | Now |
| Biography | Mr. Harris is Head of GMO’s Systematic Equity team and is a partner of the firm. In his decades at GMO, Simon has had extensive portfolio management, quantitative research, and team leadership experience including as the head of the Global Equity team and head of the UK Equity team prior to its merger with Global Equity. Previously, he also served as co-CEO of GMO UK Ltd. Prior to joining GMO in 1989, he earned his BSc in Mathematics from The City University (London). Mr. Harris is a Fellow of The Chartered Institute for Securities & Investment. | ||
| Josh White | Portfolio Manager | 2019 | 2021 |
| Neil Constable | Head | 2015 | 2019 |
| Biography | Dr. Constable is Head of Global Equity Team. Dr. Constable has been responsible for providing portfolio management and research services to GMO’s global equity portfolios since 2006. | ||
| Chris Fortson | - | 2015 | 2016 |
| Biography | Head of Quantitative Research, Global Equity, GMO; joined GMO in 2009. | ||
| Sam Wilderman | Co-Head | 2013 | 2016 |
| Biography | Mr. Wilderman is the co-Head of Asset Allocation Team and Developed Fixed Income Team for GMO. Mr. Wilderman has been responsible for overseeing the portfolio management of GMO’s asset allocation portfolios since September 2012, and for overseeing the portfolio management of GMO’s developed fixed income portfolios since November 2014. Previously, Mr. Wilderman had been Co-Head of GMO’s Global Equity Team since 2009. | ||
| Ben Inker | Director | 2013 | 2016 |
| Biography | Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder. | ||
| David Cowan | Portfolio Manager | 2012 | 2016 |
| Biography | Mr. Cowan, Co-Head, Global Equity Team, GMO. Mr. Cowan has provided research and portfolio management services to GMO’s global equity portfolios since 2006 and has been the Co-Head of the Global Equity Team since September 2012. | ||
| Thomas R. Hancock | Portfolio Manager | 2009 | 2015 |
| Biography | Dr. Hancock is the head of the Focused Equity team, a portfolio manager for GMO’s Quality Strategies and a partner of the firm. Previously at GMO, he was co-head of the Global Equity team. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds BS and MS degrees from Rensselaer Polytechnic Institute and a PhD in Computer Science from Harvard University. | ||
| Sam Wilderman | Co-Head | 2005 | 2012 |
| Biography | Mr. Wilderman is the co-Head of Asset Allocation Team and Developed Fixed Income Team for GMO. Mr. Wilderman has been responsible for overseeing the portfolio management of GMO’s asset allocation portfolios since September 2012, and for overseeing the portfolio management of GMO’s developed fixed income portfolios since November 2014. Previously, Mr. Wilderman had been Co-Head of GMO’s Global Equity Team since 2009. | ||
| Tara Oliver | Portfolio Manager | 2005 | 2007 |
| Biography | Ms. Oliver is engaged in portfolio management and research for GMO’s Systematic Equity team and is a partner of the firm. Prior to joining GMO in 1996, she was an associate in the investment company practice at Coopers & Lybrand Consulting. Ms. Oliver earned her bachelor's degree from Duke University and her MBA from the Amos Tuck School of Business Administration at Dartmouth College. She is a CFA charterholder and CFA certified in ESG Investing. | ||
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