Overview

The GMO Equity Dislocation Strategy seeks high total return. We aim to accomplish this objective by owning attractively valued equities while correspondingly shorting equities where we believe that valuations are reflective of implausible growth expectations. The eligible universe for both the long and short side spans the market capitalization spectrum and includes both developed and emerging markets. The portfolio is diversified across sectors, countries, and regions and is intended to be broadly dollar neutral with an approximate ex-ante beta of zero.


Facts

Performance

Documents

Literature

Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Monthly Download
Commentary Quarterly Download
Year-End Letter Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Risks

Risks associated with investing in the Fund may include Equities Risks, Short Investment Exposure Risks, Risks of Non-U.S. Investments, Preferred Securities Risk and Depositary Receipts Risk. For a more complete discussion of these risks and others, please consult the Fund's offering documents.

Related Reading

Read More GMO Research