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Opportunistic Income Strategy

  • Asset Class Fixed Income

Overview

The GMO Opportunistic Income Strategy seeks to generate positive total return by investing in what we believe are the most attractively priced sectors and securities in the structured finance marketplace. We believe that the marketplace’s complexity, periods of challenging past performance, and very high number of discrete investment opportunities create considerable potential for alpha generation.

GMO approaches the market without what we feel are uneconomic constraints or mandates, such as asset class, credit rating, duration, or yield targets. This gives us the ability to concentrate our focus and analysis solely on what we feel are the best investments from a pure risk/return perspective. We feel this approach will provide superior investment performance over the long term.

Facts

Performance

Management

Auth_Joe

Joe Auth

Head of Structured Products

Mr. Auth is engaged in portfolio management for GMO’s Structured Products team. Prior to joining GMO in 2014, he was a Portfolio Manager for the Harvard Management Company. Previously, he was a Research Director at Standish Mellon Asset Management. Mr. Auth earned his B.A. in government and history from the Connecticut College and his M.B.A. from the University of Connecticut. He 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 - Quarterly
Commentary - Annual
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Risks

Risks associated with investing in the Strategy may include Credit Risk, Market Risk - Asset-Backed Securities, Illiquidity Risk, Focused Investment Risk, and Market Risk - Fixed Income.