Overview

The GMO Tactical Opportunities Strategy seeks to provide downside protection by implementing a long/short investment strategy. It is intended to complement other investment strategies rather than serve as a standalone investment.

GMO’s Focused Equity team believes that high quality companies have a sustainable competitive advantage and will generate high, stable profits in the future, while low quality companies have uncertain profitability based on  risky business models, questionable capital allocation, low barriers to entry, excessive leverage and/or other considerations. The Strategy seeks to invest in high quality securities and short low quality securities, taking advantage of the innate risk characteristics of high quality and junk.

Facts

Performance

Documents

Literature

Fact Sheet Download
GIPS Compliant Presentation Download
GIPS Composite Descriptions Download
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Downloads

Performance Download
Portfolio Composition Download
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Commentary & Attribution

Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
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Risks

Risks associated with investing in the Strategy may include: Short Investment Exposure Risks, Equities Risk, Focused Investment Risk, Currency Risks, and Futures Risks.