Insights on Equity Opportunities


Hidden Carbon: How Indirect Emissions Reshape Portfolio Construction and Stewardship Strategy

Presented by Deborah Ng and Miekela Singh

Indirect emissions reveal hidden portfolio risks that are often overlooked when investors focus solely on scope 1 and 2 emissions. In this session, Deborah Ng and Miekela Singh showcased how the GMO Indirect Emissions Model facilitates a better understanding of portfolio emissions risk and how integrating value-chain emissions can transform portfolio design, risk management, and engagement.

 

 

Japanese Markets in Transition: A Five-Year Retrospective and Future Implications

Presented by Drew Edwards and Fumie Kikuchi

In this session, Drew Edwards and Fumie Kikuchi presented a retrospective on the profound changes that have reshaped Japan’s equity markets. They explained why these structural shifts are expected to accelerate, creating fertile ground for active, engaged investors. The discussion explored how Japan’s ongoing transition is unlocking durable opportunities across the market.

 

 

Quality Investing 101: Philosophy and Case Studies

Presented by Ty Cobb, Kim Mayer, James Mendelson, and Michael Roche

In this session, GMO's Focused Equity team introduced the foundations of GMO’s differentiated approach to investing in Quality equities, then brought those concepts to life through individual stock case studies.

 

 

Quality Investing: A Portfolio Manager's View on AI and Beyond

Presented by Tom Hancock

AI stocks have dominated the headlines. In this session, Tom Hancock described how the GMO Quality Strategy applies its fundamental approach to balance the opportunities and risks of investing in AI and explored the additional market segments offering attractive prospects beyond the prevailing risk-seeking narrative.

 

 

Quality Investing: Opportunities in Healthcare

Presented by Hassan Chowdhry, Tom Hancock, and James Mendelson

Healthcare stocks have underperformed across many sub-industries, dramatically in some cases, like health insurance companies. In this session, members of GMO's Focused Equity team discussed the overall opportunities and GMO Quality’s positioning in Pharma, Life Science Tools, Managed Care, and other areas.

 

 

The Electricity Tipping Point: AI and the Next Energy Room

Presented by Lucas White

Electricity Demand is surging, and the impacts will be felt across many sectors, including fossil fuels, metals, and renewables. During this presentation, Lucas White reviewed the profound investment implications of rising demand for electricity.

 

 

The Great Supply Chain Shuffle: Global Opportunities from Trade Rebalancing
Part I: U.S. Opportunities

Presented by Sam Klar

Tariffs have been a major theme of 2025, but they are a symptom of a broader shift away from a globalized economy to one where local resilience is a key objective. As a result, the U.S. is experiencing early stages of a manufacturing and industrial revival, which has the potential to reverse decades of offshoring. In this session, Sam Klar identified the key sectors booming from this reshuffling and highlighted companies poised to turn trade chaos into a competitive advantage.

 

 

The Great Supply Chain Shuffle: Global Opportunities from Trade Rebalancing
Part II: Emerging Markets Opportunities

Presented by Arjun Divecha

Global supply chains continue to be in motion, and recent tariff escalations have only intensified this trend. Driven by a mix of economic, political, and strategic factors, smart companies are driving increased levels of investment and industrial activity in emerging markets, while gaining market share from Chinese competitors. Arjun Divecha explored who's winning the latest round of supply chain musical chairs…and who is likely to be left standing.

 

 

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