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.
Feature
Ben Inker and Simon Harris, the Strategy’s portfolio managers, recently sat down with Jeremy Grantham and Catherine LeGraw to discuss the current bubble in Growth stocks and how Equity Dislocation is designed to profit from it.
Read the highlights of that conversation.
Facts
Performance
Documents
Literature
| Fact Sheet | Download | |
| Product Primer | 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.