Overview

The GMO U.S. Quality Strategy seeks to generate total return by investing primarily in U.S. equities the Focused Equity team believes to be of high quality.

The team believes that companies with established track records of historical profitability and strong fundamentals – high quality companies – are able to outgrow the average company over time and are therefore worth a premium price. The Strategy’s disciplined approach uses both quantitative and fundamental techniques to assess the relative quality and valuation of global companies and aims to exploit a long-term investment horizon while withstanding short-term volatility.

Facts

Performance

Documents

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Commentary & Attribution

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Risks

Risks associated with investing in the Fund may include Investment Risk, Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, and Currency Risk. For a more complete discussion of these risks and others, please consult the Fund's prospectus.