Strategy U.S. Opportunistic Value Strategy Equities The GMO U.S. Opportunistic Value Strategy seeks to generate total return by investing primarily in U.S. equities. The Strategy’s benchmark is the S&P Composite 1500 Index. GMO’s U.S. Opportunistic Value Strategy currently seeks to... Read More
Strategy Quality Strategy Equities The GMO Quality Strategy seeks to generate total return by investing primarily in equities the Focused Equity team believes to be of high quality. The team believes that companies with established track records of historical pro... Read More
White Papers Weighted Average Green Revenue (WAGR): Integr... June 30, 2023 Weighted Average Green Revenue (WAGR) is a useful metric to integrate climate solutions in portfolio construction. This paper discusses, among other topics, how GMO applies WAGR to build green portfolios. Read More
White Papers Value Does Just Fine in Recessions By Ben Inker June 01, 2023 Ben Inker debunks the myth that value stocks are more vulnerable in an economic downturn and discusses why deep value stocks are underheld by most investors despite their extraordinary valuations. Read More
Strategy Climate Change Strategy Equities The GMO Climate Change Strategy seeks to deliver high total return by investing in companies GMO believes are positioned to benefit, directly or indirectly, from efforts to mitigate the long-term effects of global climate change, ... Read More
Strategy U.S. Opportunistic Value Strategy Equities The GMO U.S. Opportunistic Value Strategy seeks to generate total return by investing primarily in U.S. equities. The Strategy’s benchmark is the S&P Composite 1500 Index. GMO’s U.S. Opportunistic Value Strategy currently seeks to... Read More
Strategy Quality Strategy Equities The GMO Quality Strategy seeks to generate total return by investing primarily in equities the Focused Equity team believes to be of high quality. The team believes that companies with established track records of historical pro... Read More
White Papers Weighted Average Green Revenue (WAGR): Integr... June 30, 2023 Weighted Average Green Revenue (WAGR) is a useful metric to integrate climate solutions in portfolio construction. This paper discusses, among other topics, how GMO applies WAGR to build green portfolios. Read More
White Papers Value Does Just Fine in Recessions By Ben Inker June 01, 2023 Ben Inker debunks the myth that value stocks are more vulnerable in an economic downturn and discusses why deep value stocks are underheld by most investors despite their extraordinary valuations. Read More
Strategy Climate Change Strategy Equities The GMO Climate Change Strategy seeks to deliver high total return by investing in companies GMO believes are positioned to benefit, directly or indirectly, from efforts to mitigate the long-term effects of global climate change, ... Read More