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Strategic Short-Term Strategy

  • Asset Class Fixed Income

Overview

The GMO Strategic Short-Term Strategy seeks total return in excess of that of the FTSE 3-Month Treasury Bill Index consistent with capital preservation and daily liquidity. U.S.-dollar denominated with ultra-short duration, the Strategy seeks to outperform cash investments with low volatility, offering an alternative approach for money market investors who seek additional return over money market funds while maintaining capital preservation, daily liquidity, and low interest rate risk.

GMO’s Short Duration Strategies team looks for relative value opportunities in U.S. and non-U.S. government bonds and agencies (currency hedged). We use a bottom-up trading strategy to construct a portfolio of high quality securities that seek to meet our safety, liquidity, and return objectives.

Facts

Performance

Management

Keenan_Tracey

Tracey Keenan

Head of Short Duration Strategies

Ms. Keenan is the portfolio manager of GMO’s cash strategies and fixed income team lead for GMO’s trading team. Previously at GMO, she was a member of the Fixed Income team, focusing on trading FX, EM and Domestic repo, and government bonds. Prior to joining GMO in 2002, she was a Fixed Income Trader at Standish Mellon. Ms. Keenan earned her B.A. in Political Science from Stonehill College and her M.B.A. in Finance from Suffolk University.

Documents

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
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Downloads

Performance
Portfolio Composition
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Commentary & Attribution

Commentary - Quarterly
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Risks

Risks associated with investing in the Fund may include Market Risk - Fixed Income, Credit Risk, Large Shareholder Risk, Management and Operational Risk, and Market Disruption and Geopolitical Risk.