Large FUM is a hindrance, yes. GMO is at (or arguably past) capacity in this strategy, which is why they launched another version (Major Markets Trust) which is less constrained. It is the biggest warning light for that fund. I'm watching it closely. But they keep on delivering, so I'm staying with them.
Yes, Two trees won't have that problem. And yes, they are ex-GMO. However they need to get profitable (or closer to) and have enough invested in systems before I'd be comfortable to go with them.
