The GMO U.S. Opportunistic Value Fund (the “Fund”) seeks to generate total return by investing primarily in U.S. equities. The Fund’s benchmark is the S&P Composite 1500 Index.
GMO’s U.S. Opportunistic Value Fund currently seeks to profit from our Asset Allocation Team’s insight that “deep value” stocks are truly dislocated in the U.S. This actively managed Fund avoids the “shallow value” stocks, which are expensive relative to their own history, and focuses solely on the deep value names. With this Fund we focus on the U.S. stocks that GMO’s Systematic Equity team identifies as the most undervalued, recognizing that relying on reported financials and index definitions of value can lead investors to misjudge the opportunity.
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Commentary & Attribution
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Risks associated with investing in the Fund may include Focused Investment Risk, Commodities Risk, Market Risk-Equities, Management and Operational Risk and Smaller Company Risk.
An investor should consider the fund’s investment objectives, risks, charges and expenses before investing. This and other important information can be found in the fund’s prospectus. Read the prospectus carefully before investing. Please see prospectus above.
The GMO Trust funds are distributed in the United States by Funds Distributor LLC. GMO and Funds Distributor LLC are not affiliated.