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Resources Long/Short Strategy

  • Asset Class Alternatives

Overview

The GMO Resources Long/Short Strategy’s investment objective is high total return. We aim to accomplish this objective by owning attractively valued natural resource equities and shorting their expensive peers. The eligible universe includes commodity producers and companies that service commodity producers in the energy, metals, agriculture, and water sectors. Our opportunity set is global in nature and spans the market capitalization spectrum. The portfolio is diversified across sectors, countries, and regions on both the long and short sides and is intended to be approximately dollar neutral.

Facts

Performance

Management

White_Lucas

Lucas White

Portfolio Manager, Focused Equity

Mr. White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth Strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

Hancock_Tom

Tom Hancock

Head of Focused Equity

Dr. Hancock is the head of GMO’s Focused Equity team and the portfolio manager for the Quality Strategy. Previously at GMO, he was co-head of the Global Equity team. He is a partner of the firm. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds a Ph.D. in Computer Science from Harvard University and B.S. and M.S. degrees from Rensselaer Polytechnic Institute.

Documents

Literature

Fact Sheet
Product Primer
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Downloads

Performance
Portfolio Composition
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Commentary & Attribution

Commentary - Monthly
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Risks

Risks associated with investing in the Strategy may include Focused Investment Risk, Natural Resources Risk, Market Risk - Equities, Short Investment Exposure Risk, and Preferred Securities Risk.

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