Overview
The GMO U.S. Quality Investment Fund seeks to generate total return by investing primarily in U.S. equities the Focused Equity team believes to be of high quality.
The team believes that companies with established track records of historical profitability and strong fundamentals – high quality companies – are able to outgrow the average company over time and are therefore worth a premium price. The Fund’s disciplined approach uses both quantitative and fundamental techniques to assess the relative quality and valuation of global companies and aims to exploit a long-term investment horizon while withstanding short-term volatility. The Fund will be managed to maintain a portfolio-level carbon footprint that is below the level of that of the MSCI World Index. In addition, GMO excludes from the investment universe: (i) companies that appear on the Norges Bank's Exclusion List; and (ii) companies it determines to be in the following industries: fossil fuels, tobacco, alcohol, gambling, adult entertainment, and controversial munitions.
Facts
Performance
Documents
Risks
Risks associated with investing in the Fund may include Investment Risk, Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, and Currency 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.