Overview

The GMO Emerging Markets Strategy seeks total return in excess of that of its benchmark, the MSCI Emerging Markets Index. GMO uses proprietary quantitative techniques and fundamental analysis to evaluate and select countries, sectors, and equity investments based on factors including, but not limited to, valuation, quality, patterns of price movement and volatility, macroeconomic factors, and ESG (environmental, social and governance) criteria. GMO expects the Strategy will have a value bias relative to its benchmark.

Facts

Performance

Documents

Literature

Fact Sheet Download
Product Primer Download
GIPS Compliant Presentation Download
GIPS Composite Descriptions Download
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Downloads

Performance Download
Portfolio Composition Download
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Commentary & Attribution

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

Risks associated with an investment in the Strategy may include Market Risk - Equities, Non-U.S. Investment Risk, Currency Risk, Management and Operational Risk, and Illiquidity Risk.