Fund Inception | 04/30/1997 |
Name of Issuer | GMO |
Fund Advisor(s) | Grantham, Mayo, Van Otterloo & Co., LLC |
Sub-Advisor(s) | -- |
Fund Managers for GUGAX
James Donaldson
Portfolio Manager since 12/31/2023
Mr. Donaldson is engaged in portfolio management and research for GMO’s Developed Rates & FX team. Previously at GMO, he was a member of the investment analysis group. Prior to joining GMO full time in 2010, he was an accounting intern for Standish Mellon Asset Management. Previously, he held co-op positions with GMO’s investment analysis group and the investments control group. Mr. Donaldson earned his bachelor's degree in Business Administration from Northeastern University. He is a CFA charterholder.
Kevin Breaux
Portfolio Manager since 06/30/2025
Mr. Breaux leads the quantitative research effort and is a portfolio manager for GMO’s Developed Fixed Income team. Prior to joining GMO in 2008, he was an analyst at Community First Financial Group, Chapel Hill. Mr. Breaux earned his bachelor's degree in Economics and Computer Science from Duke University. He is a CFA charterholder.