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Grantham Mayo Van Otterloo & Co. LLC
Jeremy Grantham · Asset Manager · Value
Founded in 1977 by Jeremy Grantham, Richard Mayo, and Eyk van Otterloo, Grantham, Mayo, Van Otterloo & Co. LLC (GMO) is a Boston-based private investment management firm. The institution is renowned for its disciplined, research-intensive approach and a core focus on long-term value and mean reversion. GMO serves a global clientele of sophisticated institutional investors, including pension funds, endowments, and foundations, offering a wide array of strategies across equities, fixed income, and multi-asset classes. Throughout its history, the firm has distinguished itself through a contrarian perspective and a notable track record of identifying historical market bubbles, prioritizing deep valuation analysis over short-term market trends to achieve superior risk-adjusted returns for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.6% |
| YTD return | +18.2% |
| Sharpe ratio | 2.82 |
| Win rate | 69% |
| AUM | $29.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $29.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.gmo.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 11.1% | -0.3% |
| AAPL | Apple Inc | 7.2% | +27.8% |
| GOOGL | Alphabet Inc Class A | 7.2% | +38.5% |
| JNJ | Johnson & Johnson | 6.5% | +40.7% |
| META | Meta Platforms Inc. | 6.4% | +1.7% |
| TMO | Thermo Fisher Scientific Inc | 5.8% | +20.9% |
| LRCX | Lam Research Corp | 5.7% | +72.7% |
| TSM | Taiwan Semiconductor Manufacturing | 5.6% | +44.2% |
| AMZN | Amazon.com Inc | 5.3% | +6.2% |
| V | Visa Inc. Class A | 4.1% | +6.6% |
| TXN | Texas Instruments Incorporated | 4.1% | +31.5% |
| AVGO | Broadcom Inc | 4.0% | +1.7% |
| UNH | UnitedHealth Group Incorporated | 3.7% | +5.3% |
| MA | Mastercard Inc | 3.5% | -2.7% |
| MRK | Merck & Company Inc | 3.5% | +23.1% |
| ABT | Abbott Laboratories | 3.5% | -17.4% |
| NVDA | NVIDIA Corporation | 3.4% | +3.5% |
| LLY | Eli Lilly and Company | 3.2% | +31.4% |
| CRM | Salesforce.com Inc | 3.1% | +28.5% |
| USB | U.S. Bancorp | 3.1% | +24.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | BUY | ABT | 3.2% → 3.5% |
| Aug 24, 2026 | BUY | MSFT | 10.3% → 11.1% |
| Aug 24, 2026 | SELL | GOOGL | 8.2% → 7.2% |
| Aug 24, 2026 | SELL | USB | 4.1% → 3.1% |
| Aug 24, 2026 | BUY | CRM | 2.8% → 3.1% |
Investment Style Analysis
Grantham Mayo Van Otterloo & Co. LLC is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $29.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Grantham Mayo Van Otterloo & Co. LLC made a significant move by increasing exposure to ABT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
GMO’s investment philosophy is rooted in the belief that financial markets are often irrational in the short term but tend to revert to their intrinsic value over longer horizons. The firm utilizes a valuation-based framework to identify asset classes that are significantly mispriced, frequently adopting a contrarian stance to capitalize on market extremes. By integrating quantitative rigor with fundamental research, GMO focuses on exploiting pricing dislocations across global markets. This approach emphasizes discipline, patience, and a long-term perspective, aiming to provide robust risk-adjusted performance by investing where valuations are most attractive and avoiding areas of speculative excess.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Grantham Mayo Van Otterloo & Co. LLC.
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Frequently asked questions
How is the simulated portfolio for Grantham Mayo Van Otterloo & Co. LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Grantham Mayo Van Otterloo & Co. LLC's largest holding?
As of the latest filing, Grantham Mayo Van Otterloo & Co. LLC's top position is Microsoft Corporation (MSFT), representing 11.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Grantham Mayo Van Otterloo & Co. LLC's historical performance and risk profile?
Our simulation indicates a total return of +25.6% with a win rate of 69%. Notably, the portfolio maintains a Sharpe Ratio of 2.82, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Grantham Mayo Van Otterloo & Co. LLC primarily invest in?
Grantham Mayo Van Otterloo & Co. LLC has a strong preference for the Semiconductors sector, which makes up 17.2% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Grantham Mayo Van Otterloo & Co. LLC's portfolio concentrated or diversified?
Grantham Mayo Van Otterloo & Co. LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Grantham Mayo Van Otterloo & Co. LLC performed in 2026?
Our AI-simulated model portfolio for Grantham Mayo Van Otterloo & Co. LLC tracks a Year-to-Date (YTD) return of +18.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jeremy Grantham manage Grantham Mayo Van Otterloo & Co. LLC directly?
Yes, Jeremy Grantham serves as the key portfolio manager for Grantham Mayo Van Otterloo & Co. LLC, overseeing the investment strategy and final capital allocation decisions.