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Climate Change Strategy

  • Asset Class Equities

Overview

The GMO Climate Change Strategy seeks to generate high total return. The Strategy’s benchmark is the MSCI All Country World Index.

GMO’s Focused Equity team believes that climate change is having a dramatic impact on the world and significant investments are (and will be) needed to head off its effects. Using a disciplined, value-oriented approach, the Strategy seeks to invest in companies focused on mitigating the impacts of and adapting to the outcomes of climate change.

A Unique, Value-Oriented Approach

Facts

Performance

Management

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Lucas White

Portfolio Manager, Focused Equity

Mr. White is the portfolio manager for the Resources and Climate Change Strategies. He is a member of GMO’s Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management for the Global Equity team, including responsibilities for the Quality, Tactical Opportunities, and U.S. Growth Strategies. Prior to joining GMO in 2006, he worked at Standish Mellon Asset Management and MFS. Mr. White earned his B.A. in Economics and Psychology from Duke University. He is a CFA charterholder.

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Tom Hancock

Head of Focused Equity

Dr. Hancock is the head of GMO’s Focused Equity team and the portfolio manager for the Quality Strategy. Previously at GMO, he was co-head of the Global Equity team. He is a partner of the firm. Prior to joining GMO in 1995, he was a research scientist at Siemens and a software engineer at IBM. Dr. Hancock holds a Ph.D. in Computer Science from Harvard University and B.S. and M.S. degrees from Rensselaer Polytechnic Institute.

Documents

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
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Downloads

Performance
Portfolio Composition
Segment Weights
Top Holdings
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Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
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Document Library

Risks

Risks associated with investing in the Strategy may include Focused Investment Risk, Market Risk - Equities, Management and Operational Risk, Non-U.S. Investment Risk, and Market Disruption and Geopolitical Risk.

Feature: Climate Change Investing

Jeremy Grantham, Long-Term Investment Strategist and Co-Founder, discusses the perils of climate change and the need to decarbonize our global economy.

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