Partners in Investing

Jeremy Grantham spoke with CNBC’s Closing Bell about the need for a new “green” Marshall Plan in the U.S. to combat climate change and accelerate economic growth. He also believes the stock market is in a bubble, and he sees opportunities in emerging markets and Value equities.

GMO has launched a new Australian investment trust that provides Australian investors with access to our Quality Strategy. Launched in 2004, the GMO Quality Strategy invests in the highest quality and most durable businesses globally. Read our press release or click to learn more about the new Quality Trust.

GMO’s Quality Strategy looks to build an equity portfolio of the highest quality companies globally that investors can hold over the long term through both up and down markets. Our approach leverages the pioneering work GMO has been doing since the 1980s in systematically measuring quality characteristics. To learn more about our strategy, click here.

GMO is pleased to welcome Drew Edwards and the Usonian Japan Equity team aboard. At GMO, the team will continue to manage its successful Japan Value Strategy – as it has for almost a decade – using a fundamental, value-oriented approach combined with company management engagement to enhance corporate governance. Team members are based in GMO’s Berkeley, California office and a new GMO representative office in Tokyo.

Read an introduction to the Strategy and learn more about the team’s time-tested approach.

“The slow, haphazard COVID-19 response has reminded us how hard it is to stop a global threat. Climate change is an even greater danger to our future. Combatting it will require much more cooperation and investment, and we’re already further behind in the fight.”

- Jeremy Grantham

The GMO Climate Change Strategy invests in companies that are poised to benefit from addressing environmental challenges created by climate change or improving resource consumption efficiency.