GRANTHAM MAYO VAN OTTERLOO & CO LLC

Thesis

Grantham Mayo Van Otterloo & Co. LLC (GMO) is a global investment management firm established in 1977, headquartered in Boston, Massachusetts. GMO employs a contrarian, value-oriented investment philosophy, seeking assets that have deviated from historical means and believing in reversion to intrinsic value. Their strategies span U.S., non-U.S., emerging, and global equities and fixed income, as well as multi-asset and alternative strategies, implemented through pooled vehicles (mutual funds, private funds, ETFs) and discretionary/non-discretionary advice for separately managed accounts. The firm's methodology combines top-down identification of mispriced assets with bottom-up selection. They cater to institutional investors, financial intermediaries, and high-net-worth families, with a minimum investment size of $5 million. As of December 31, 2025, GMO managed $76.8 billion on a discretionary basis and $1.6 billion on a non-discretionary basis. Top 13F holdings as of March 31, 2026, include Microsoft, Alphabet, Johnson & Johnson, Apple, and Meta Platforms. The firm also invested in Crossover Markets, Annapurna Swadisht, and Enpro.

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• Series C+ investors based in Boston, MA