U.S. Opportunistic Value Strategy

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 profit from our Asset Allocation Team’s insight that “deep value” stocks are truly dislocated in the U.S. This actively managed strategy avoids the “shallow value” stocks, which are expensive relative to their own history, and focuses solely on the deep value names. With this strategy we focus on the U.S. stocks that GMO’s Systematic Equity team identifies as the most undervalued, recognizing that relying on reported financials and index definitions of value can lead investors to misjudge the opportunity.