Overview

The GMO U.S. Equity Strategy seeks to generate high total return by investing primarily in U.S. equities. The Strategy’s benchmark is the S&P 1500 Index.

The Strategy’s investment approach is grounded in the Global Equity team’s belief that, in the short term, equity markets exhibit exploitable inefficiencies as a result of irrational investor actions, the imperfect flow of information, and the participation of non-economic actors, while in the long term returns are ultimately driven by economic reality. The Strategy aims to take advantage of this inefficiency by utilizing a multi-factor valuation model in conjunction with other methods, such as cross-asset signals and corporate alerts, to identify mispriced equity securities.

Facts

Performance

Documents

Literature

Fact Sheet Download
Product Primer Download
GIPS Compliant Presentation Download
GIPS Composite Descriptions Download
Download All Download

Downloads

Performance Download
Portfolio Composition Download
Download All Download

Commentary & Attribution

Commentary - Quarterly Download
Annual Letter Download
Market Review Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
Download All Download

Risks

Risks associated with investing in the Strategy may include Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, Illiquidity Risk, and Derivatives and Short Sales Risk.