AI Magazine April 2017

Page 73

Investing in the Future HF170090

Company: GMO Australia Limited Name: Martin Emery Email: Martin.Emery@gmo.com Web: www.gmo.com Address: Suite 43.02, Grosvenor Place 225 George Street, Sydney, NSW 2000, Australia Phone: +61 2 8274 9900

Investing in the Future Global investment management firm, GMO, believes that valuation-driven investing with a long horizon will achieve the best risk-adjusted returns. We tell you more about the company and its strong customer focussed strategy, to celebrate their success in winning the Best Global Multi-Asset Class Portfolio Manager 2017 and Best Systematic Futures Fund (Since Inception): GMO Systematic Global Macro awards.

MO is a global investment management firm committed to providing sophisticated clients with superior asset management solutions. The firm’s sole business is investment management and, as a private partnership, it is accountable only to its clients and itself. GMO forges strong partnerships with clients, managing their money as if it were the firm’s own and offering them honest counsel. GMO’s deep and talented investment teams are highly experienced and forward-thinking, investing with focused expertise in a wide range of asset classes.

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“The firm was founded in 1977 by Jeremy Grantham, Richard Mayo and Eyk Van Otterloo, initially managing US equity portfolios.” GMO is a global investment leader with expertise in managing multi-asset class strategies as well as focused strategies in a number of specific asset classes. Its approach seeks to identify asset classes and securities for which it believes it can get paid to take risk and utilizes a long-term investment horizon, a belief in the power of mean reversion, discipline, conviction, and a commitment to research. GMO is willing to take bold, differentiated positions when opportunities warrant and have the patience and fortitude to invest with a long-term perspective. GMO has managed portfolios through multiple market cycles and is constantly re-examining market opportunities across asset classes, testing its assumptions and embracing changing market dynamics. The firm utilizes this deep experience to construct portfolios that it believes will offer clients superior investment results. It also leverages its proven expertise to develop unique, insightful market research and commentary for clients. GMO succeeds when its clients succeed. The firm was founded in 1977 by Jeremy Grantham, Richard Mayo and Eyk Van Otterloo, initially managing US equity portfolios.

Jeremy Grantham is a member of GMO’s Asset Allocation team, serving as the firm’s chief investment strategist. 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. He is a member of the GMO Board of Directors and has also served on the investment boards of several nonprofit organizations. He earned his undergraduate degree from the University of Sheffield (U.K.) and an MBA from Harvard Business School. Mission Statement The firm’s mission is as follows, in order of importance: 1. To deliver superior investment performance and advice to clients. 2. To provide a collegial and productive work environment that embodies an affirmative set of work and personal values. 3. To manage the firm in an effective and coordinated way that achieves a level of profitability sufficient to achieve the firm’s mission. 4. To always put clients’ interests before its own, and to provide clients with the best service possible consistent with achieving their investment goals. 5. To develop a broad array of superior investment products. 6. To grow as fast as is consistent with its ability to perform in a superior way as an investment and professional organization. 7. To enjoy its work. Investor Information The minimum investment for a mutual fund account is $10 million or $5 million for a tax-managed account. GMO also offers several privatelymanaged products (hedge funds) that carry minimums of $5 million or more per fund. There are several additional investor qualifications in order to participate in these private offerings. GMO offers separately managed accounts to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.

Acquisition International - April 2017 73


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