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Cyclical Focus Strategy

  • Asset Class Equities

Overview

The GMO Cyclical Focus Strategy seeks to generate total return by opportunistically investing in cyclical equities.

Cyclical stocks have suffered significant drawdowns as the COVID-19 pandemic has threatened global health and economic growth. Leveraging their disciplined approach to quality and resources equity investing, GMO’s Focused Equity team believes that they can identify cyclically-afflicted companies that are positioned to survive the current crisis and thrive in a recovery.

Facts

Performance

Management

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.

Cobb_Ty

Ty Cobb

Portfolio Manager

Mr. Cobb is engaged in portfolio management and research within GMO’s Focused Equity team and is a partner of the firm. Previously at GMO, he led the fundamental research group for the Global Equity team. Prior to joining GMO in 1997, he worked at Brown Brothers Harriman. Mr. Cobb received a B.A. in Economics/Russian Language from Bucknell University and an M.S. in Finance from Suffolk University. He is a CFA charterholder.

Hene_Anthony

Anthony Hene

Portfolio Manager, Focused Equity

Mr. Hene is co-portfolio manager for the Quality Strategy. He is a member of the Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management within the Global Equity team. Mr. Hene joined GMO full-time in 1995. He has an MSc in Biochemistry from the University of Oxford and is a CFA charterholder.

Documents

Literature

Product Primer
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Downloads

Portfolio Composition
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Risks

Risks associated with investing in the Strategy may include Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, Non-U.S. Investment Risk, and Currency Risk.

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