Overview
GMO’s Usonian Japan Value Fund seeks long term capital appreciation over a full market cycle and measures its performance against the TOPIX Total Return Index (the “Index”) for performance comparison purposes. The Fund employs a fundamental, value-oriented approach to invest in Japanese equities. Additionally, the Fund focuses on protecting capital in down markets and strives to have lower total volatility compared to the Index.
In managing the Fund, GMO’s Usonian Japan Equity team follows a disciplined, bottom-up approach using fundamental research to identify Japanese equities that we believe are undervalued and profitable with high quality balance sheets. The team spends considerable time developing a high level of knowledge about our companies and focusing on downside risk. Additionally, as long-term investors, we engage collaboratively with corporate management to unlock shareholder value.
Facts
Performance
Documents
Literature
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Commentary & Attribution
Risks
Risks associated with investing in the Fund may include: Objective Risk, Management Risk, Concentration Risk, Equities and Securities Risk, and Large Cap Company Risk. For a more complete discussion of these risks and others, please consult the Fund's prospectus.
Disclosures
The making available of any document on this website does not constitute a promotion, offer or sale of any securities, financial instruments, or other financial products to the public in or into any jurisdiction where such promotion, offer or sale is prohibited or to any person or class of person to whom such securities or financial instruments may not be lawfully promoted, offered or sold. You should not rely on any document on this website in making any decision to engage in investment activity without seeking further information from GMO to enable GMO to determine whether you may be eligible to receive such further information or purchase or subscribe for any securities or other financial instruments.