International Opportunistic Value Strategy

The GMO International Opportunistic Value Strategy seeks to generate total return by investing primarily in international equities. The Strategy measures its performance against the MSCI World ex-U.S.A. Value Index. 

The Strategy aims to profit from our Asset Allocation team’s top-down insights as to the most attractively valued segment of developed markets outside the U.S. Currently, the team finds developed, non-U.S. “deep value” (cheapest 20%) stocks to be 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.