Events | 14 September 2023

It’s Quality…But Not As You Know It


In this webcast, Tom Hancock, Head of Focused Equity, discussed how the GMO Quality Strategy has delivered strong returns to investors with less risk and introduced our recently launched U.S. Quality Strategy.

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*This content is intended for accredited investors only

Key Points

  • Downside protection in an uncertain world is an important characteristic to have in your portfolio – our survey of registrants found only 17% feel confident about the ability of equity markets to provide positive returns over the next 12 months, with over 30% of allocators looking to increase their exposure to Quality in 2023.
  • GMO offers a differentiated approach to Quality investing:
    • Value within Quality can enhance return and provide downside protection.
    • Style diversification within Quality has benefited our clients, especially in 2022 and 2023 YTD, as can be seen in the chart below.
  • This has resulted in top percentile performance over 3-, 5-, and 10-year periods in the eVestment universe. 1
  • With almost 20 years of experience managing the flagship Quality strategy, we have applied this successful approach to launch various offerings within the Quality range, the most recent example being US Quality.


Its Quality_9-14-2023_Exhibit.JPG

As of 8/31/2023 | Source: GMO


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As of 30th June 2023, using the eVestment global large cap core universe.

Performance data quoted represents past performance and is not predictive of future performance.  Please click here for more recent performance.  
Risks associated with investing in the Strategy may include Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, Non-U.S. Investment Risk, and Currency Risk.
Disclaimer: The views expressed are through the period ending 14 September 2023, and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
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