- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 40 Rowes Wharf Boston MA 02110
- IPO Date
- Sep 19, 2011
- Business
- GMO Trust is a Massachusetts business trust that serves as the issuer of open-end mutual funds managed by GMO LLC, an investment management firm specializing in equity, fixed income, multi-asset, and alternative strategies with a long-term, valuation-oriented approach. The GMO Emerging Domestic Opportunities Fund (ticker: GEDFX), a series of GMO Trust, seeks total return through investments in equities of companies in emerging-market countries whose prospects are linked to internal domestic development and growth, employing fundamental analysis for country, sector, and stock selection. GMO Trust offers a diverse lineup of mutual funds across categories including multi-asset class funds; equity funds such as Emerging Markets Fund, Emerging Markets ex-China Fund, U.S. Equity Fund, International Equity Fund, Quality Fund, and U.S. Small Cap Value Fund; and alternatives, distributed in the United States by Funds Distributor LLC.
Established through GMO LLC's operations dating back to 1977, GMO Trust operates from GMO's headquarters at 40 Rowes Wharf, Boston, Massachusetts, with GMO LLC maintaining additional offices in London, Sydney, Amsterdam, Singapore, and Tokyo. The trust caters to sophisticated institutions, financial intermediaries, and families, managing approximately $70 billion in assets as of August 31, 2025, through GMO's focused investment teams.
In recent developments, GMO announced the launch of the GMO Domestic Resilience ETF (DRES) on October 1, 2025, an actively managed ETF targeting U.S. companies in manufacturing, transportation, energy, automation, and defense sectors to capitalize on industrial onshoring and economic resilience. GMO also reached an agreement to acquire Usonian Investments LLC, integrating its fundamental, value-oriented Japanese equity strategy as the Usonian Japan Value Creation Fund, with the Chicago team relocating to GMO's Berkeley, California office. These expansions enhance GMO Trust's offerings in targeted equity strategies amid evolving global economic trends.