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  • Investment Results: We believe that valuation-driven investing with a long horizon will achieve the best risk-adjusted returns.
  • In-Depth Analysis and Research: We combine rigorous fundamental analysis with innovative quantitative methods to understand the long-term drivers of returns.
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Research & Commentary
GMO-Quarterly-Letter-image_trim GMO Quarterly Letter

In the first three months of 2018, volatility rose and correlations between stocks and bonds shifted. The change, albeit only over a short period, should have investors evaluating whether the “easy” environment that we’ve seen through this bull market will continue. If it does, the returns we “deserve” to earn as investors should be low. If not, we can hope for a bumpier but more profitable future in the long run.

Updates & Research

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Featured Video

Riding a Market Melt-Up then Coping with the Melt-Down
Jeremy Grantham, Founder and Chief Investment Strategist at GMO, appears on Consuelo Mack WealthTrack where he discusses his personal market melt-up thesis.

Keeping the Faith in Value Investing
Ben Inker, Co-Head of GMO’s Asset Allocation team, discusses the advantages of long-term valuation-based investing and why GMO is Keeping the Faith in this approach.

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