The GMO Opportunistic Income Strategy seeks capital appreciation and current income by investing in what we believe are the most attractively priced sectors and securities in the structured finance marketplace. We believe that the marketplace’s complexity, periods of challenging past performance, and very high number of discrete investment opportunities create considerable potential for alpha generation.   

GMO approaches the market without what we feel are uneconomic constraints or mandates, such as asset class, credit rating, duration, or yield targets. This gives us the ability to concentrate our focus and analysis solely on what we feel are the best investments from a pure risk/return perspective. We feel this approach will provide superior investment performance over the long term.


In this webinar featuring Joe Auth and Matt Kadnar, learn why structured products and liquid alternatives may be attractive substitutes for municipal bonds and treasuries in a low rate environment. Watch now

Read the event highlight here.





Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Composite Descriptions Download
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Performance Download
Portfolio Composition Download
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Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Contribution - Monthly Download
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Risks associated with investing in the Strategy may include Credit Risk, Market Risk - Asset-Backed Securities, Illiquidity Risk, Focused Investment Risk, and Market Risk - Fixed Income.