The GMO International Opportunistic Value Strategy seeks to generate total return by investing primarily in international equities. The Strategy’s benchmark is the MSCI World ex-U.S.A. Index.
The Strategy aims to profit from our Asset Allocation team’s current insight that developed, non-U.S. “deep value” (cheapest 20%) stocks are unusually cheap relative to their own history. This actively managed Strategy concentrates exposure in the deep value segment by focusing on the international stocks that GMO’s Systematic Equity team identifies as the most undervalued, using proprietary valuation models because we believe that relying on reported financials and index definitions of value may lead investors to misjudge the opportunity.
Risks Associated with investing in the Strategy may include, Market Risk-Equities, Management and Operational Risk, Non-U.S. Investment Risk, and Currency Risk.