Asset allocation is a core competency of GMO. We have worked together with clients in creating and implementing dynamic portfolios since the 1980s.
Top-down asset class valuation forms the basis of our views, as reflected by GMO’s 7-Year Asset Class Forecasts. Conceived decades ago by a group including GMO co-founder Jeremy Grantham and overseen today by our Asset Allocation team, our forecasting framework enables us to look past the emotions of the moment to find attractively valued long-term investment opportunities.
We apply the insights gained from our forecasting in several ways for clients:
- Dynamic multi-asset portfolios designed to meet client objectives
- Targeted strategies to express a view or complete an existing client portfolio
- Capabilities to take advantage of temporary market dislocations
Our client partners rely on our Asset Allocation thought leaders for candid investment advice. This helps transform investment challenges into concrete solutions that achieve their goals.
Contact us to learn more.
Value vs. Growth
We launched the Equity Dislocation Strategy in 2020 to exploit Value’s cheapness versus the bubble in Growth stocks. GMO has similarly built long/short portfolios for our clients during previous market bubbles and captured strong returns as mean reversion occurred.