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Quality Strategy

  • Asset Class Equities

Overview

The GMO Quality Strategy seeks to generate total return by investing primarily in 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 Strategy’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.

 

Facts

Performance

Management

Hancock_Tom

Tom Hancock

Head of Focused Equity

Dr. Hancock is the head of GMO’s Focused Equity team. Previously at GMO, he was co-head of the Global Equity team. 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.

Hene_Anthony

Anthony Hene

Portfolio Manager, Focused Equity

Mr. Hene is co-portfolio manager for the Quality Strategy. He is a member of the Focused Equity team and a partner of the firm. Previously at GMO, he was engaged in portfolio management within the Global Equity team. Mr. Hene joined GMO full-time in 1995. He has an MSc in Biochemistry from the University of Oxford and is a CFA charterholder.

Documents

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
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Downloads

Performance
Portfolio Composition
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Commentary & Attribution

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

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