GMO

since 1977
  • 201-500 employees
  • Investment Management

GMO

For more than 40 years, GMO has partnered with a broad range of sophisticated institutions, financial intermediaries, and families to provide the investment expertise they need to meet their goals and fulfill their missions.

Investing on behalf of our clients is GMO’s sole focus. Across asset classes and around the world, our investment teams identify and exploit long-term opportunities and develop solutions that both anticipate and respond to client needs.

GMO is comprised of a collection of investment teams with focused specialties. All are grounded in a long-term, valuation-based investment philosophy – an approach we believe provides the best risk-adjusted returns.

GMO partners with an impressive roster of sophisticated clients worldwide, delivering innovative investment solutions and tailored client service. Our clients benefit from our diverse expertise, intellectual curiosity, and open culture of debate, as well as from our ability and willingness to take advantage of contrarian market opportunities.

For important disclosure information please visit: https://www.gmo.com/americas/terms-and-conditions/

2025 YEAR-END LETTER: EQUITY DISLOCATION
  • 25 Feb 2026

In this year-end letter, Ben Inker and George Sakoulis discuss Equity Dislocation’s results in 2025 and their outlook for 2026.

2025 YEAR-END LETTER: QUALITY STRATEGY
  • 18 Feb 2026

In this year-end letter, the Focused Equity team discusses Quality Strategy results for 2025 and their outlook for 2026.

GMO 7-YEAR ASSET CLASS FORECAST: JANUARY 2026
  • 18 Feb 2026

GMO's 7-Year Asset Class Forecast as of January 31, 2026.

VALUATION METRICS IN EMERGING DEBT: 4Q25
  • 28 Jan 2026

In GMO’s latest Quarterly Valuation Update, local currency rates and FX screen very cheap, while hard currency credit is rich.

VALUING AI: EXTREME BUBBLE, NEW GOLDEN ERA, O...
  • 28 Jan 2026

Jeremy Grantham and Edward Chancellor examine today’s AI boom through market history, valuation, and past manias.

GMO 7-YEAR ASSET CLASS FORECAST: 4Q 2025
  • 20 Jan 2026

GMO's 7-Year Asset Class Forecast as of December 31, 2025.

2026 GMO OUTLOOK
  • 07 Jan 2026

In this webcast, GMO’s Tom Hancock, Ben Inker, Catherine LeGraw, John Thorndike, and Tina Vandersteel discussed their top market predictions for 2026 and ways investors can capitalize on these oppo...

QUALITY OPPORTUNITIES IN HEALTHCARE
  • 06 Jan 2026

Recent underperformance across the Healthcare sector has set the stage for a compelling long-term opportunity, particularly among higher quality companies.

By GMO In Equities
ARTIFICIALLY INFLATED
  • 18 Dec 2025

With more than 30% of U.S. market capitalization now trading above 10x sales, today’s market reflects more than optimism—it reflects risk.

By GMO In Equities