for over 40 years
GMO’s Quality Strategy looks to build an equity portfolio of the highest quality companies globally that investors can hold over the long term through both up and down markets. Our approach leverages the pioneering work GMO has been doing since the 1980s in systematically measuring quality characteristics. To learn more about our strategy, click here.
On October 15, Arjun Divecha and Warren Chiang introduced GMO's unique approach to capitalizing on the inefficiencies of emerging equity markets to some of our investing partners. They discussed the opportunity set in EM, why now is a great time for EM Value, and why our top-down approach is so important.
“The slow, haphazard COVID-19 response reminds us how hard it is to stop a global threat. Climate change is an even greater danger to our future. Combatting it will require much more cooperation and investment, and we’re already further behind in the fight.”
- Jeremy Grantham
Learn more about how GMO invests in climate change mitigation and adaptation opportunities in our Climate Change Strategy.
Jeremy Grantham and CNBC's Wilfred Frost discuss GMO's outlook on the market, the coronavirus pandemic and why the current environment may be the fourth 'Real McCoy' bubble of Jeremy's investing career.