Global developed market large cap-biased quality-focused equities. Active strategy with concentrated portfolio.
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GMO LLC is a Boston-based investment management firm that generally follows the investment philosophy of Jeremy Grantham, one of the three founders of the firm, that all asset classes and markets will revert to the mean. GMO is known to offer long-term valuation-based and contrarian-style investment solutions, though the firm is comprised of a collection of investment teams with focused specialities that may adopt other investment approaches.
The GMO Quality Investment Fund is an actively managed fund seeking to generate total return by investing primarily in high quality equities primarily in global developed markets and up to 20% in emerging markets, with no market cap or currency constraints. The fund defines high quality companies as those with established business that will deliver a high level of return on past investments and that will utilise cash flows in the future by making investments with potential for high levels of return on capital or by returning cash to shareholders through dividend, share buybacks, or other mechanisms.
The stock selection process uses a combination of systematic factors (such as profitability, profit stability, leverage), judgemental factors (such as assessment of future profitability, capital allocation, growth opportunities), valuation methodologies (such as discounted cash flow analysis, multiple of price to earnings, book value), and trading patterns (such as price movement and volatility). The fund runs a concentrated portfolio of >45 holdings.
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