The GMO U.S. Opportunistic Value Strategy (the “Strategy”) seeks to generate total return by investing primarily in U.S. equities. The Strategy measures its performance against the MSCI U.S. Value Index. 

GMO’s U.S. Opportunistic Value Strategy seeks to profit from our Asset Allocation Team’s top-down insights as to the most attractively valued segment of the U.S. market. Currently, the team finds “deep value” (cheapest 20%) stocks to be truly dislocated in the U.S. This actively managed Strategy avoids the “shallow value” stocks, which are expensive relative to their own history, and focuses solely on the deep value names. With this Strategy we focus on the U.S. stocks that GMO’s Systematic Equity team identifies as the most undervalued, recognizing that relying on reported financials and index definitions of value can lead investors to misjudge the opportunity.





Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Composite Descriptions Download
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Performance Download
Portfolio Composition Download
Deep Value: Cheap with Strong Fundamentals Preliminary as of 3/31/2024 Download
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Commentary & Attribution

Commentary Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
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Risks associated with investing in the Strategy may include Focused Investment Risk, Commodities Risk, Market Risk-Equities, Management and Operational Risk and Smaller Company Risk.