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Resources Strategy

  • Asset Class Equities

Overview

The GMO Resources Strategy seeks to generate total return greater than that of the MSCI All Country World Commodities Index by investing in equities in the natural resources sector.

GMO’s Focused Equity team believes that the increasing demand for natural resources, driven primarily by population growth in and industrialization of emerging markets, coupled with the limited supply of these resources, favors an upward trend in resource prices over time. The Strategy seeks to invest in the securities of companies that we believe will benefit from this expected long-term rise in natural resource prices.

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.

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.

Documents

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
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Downloads

Performance
Portfolio Composition
Segment Weights
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Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
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Risks

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