Overview

The GMO Resources Long/Short Strategy’s investment objective is high total return. We aim to accomplish this objective by owning attractively valued natural resource equities and shorting their expensive peers. The eligible universe includes commodity producers and companies that service commodity producers in the energy, metals, agriculture, and water sectors. Our opportunity set is global in nature and spans the market capitalization spectrum. The portfolio is diversified across sectors, countries, and regions on both the long and short sides and is intended to be approximately dollar neutral.

Facts

Performance

Documents

Literature

Fact Sheet Download
Product Primer Download
GIPS® Compliant Presentation Download
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Downloads

Performance Download
Portfolio Composition Download
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Commentary & Attribution

Commentary - Monthly Download
Commentary - Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
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Risks

Risks associated with investing in the Strategy may include Focused Investment Risk, Natural Resources Risk, Market Risk - Equities, Short Investment Exposure Risk, and Preferred Securities Risk.