GMO

GMO’s first ETF, U.S. Quality (NYSE: QLTY), recently surpassed $500 million in assets since launching in November 2023! We've been thrilled with the warm welcome QLTY has received in the ETF marketplace. We believe high-quality stocks should be a core allocation in portfolios, and we're excited to see that so many ETF investors agree! Learn more about QLTY: https://bit.ly/3Wl8F43

We’re proud to support CDP's Non-Disclosure Campaign. We believe it is important for companies to be transparent about their environmental footprint. Let's make informed investments for a sustainable future. Learn more: https://lnkd.in/dKD2Akh

The shift to passive investing has unarguably been one of the most profound changes in the stock market ever. In GMO’s latest Quarterly Letter, Ben Inker and John Pease use their understanding of how stock markets and investors behave to discuss the implications of this shift. Read our latest Quarterly Letter: https://bit.ly/3W4VdAI

GMO’s Emerging Country Debt UCITS Fund was recently honored with the Emerging Market Debt Award at the 2024 Investment Week Fund Manager of the Year Awards. Investment Week has hosted the Fund Manager of the Year Awards for nearly three decades, honoring fund managers with strong performance across many asset classes. Congratulations to Tina Vandersteel and Emerging Country Debt Team! The Investment Week Awards shortlists were constructed by their partner, Morningstar. Click here to read more about the methodology: https://lnkd.in/e6QmckHc Click here to view the full lists of finalists: https://lnkd.in/ejtyFfaU #FMYA24

We are excited to welcome our latest group of Associates to GMO! Each year GMO recruits for and hires three new Associates, one each in the Investments, Operations and Technology organizations. The Rotational program, which is now in its fifth year, has been a huge success with helping us develop a diverse early career talent pipeline, which GMO has benefited greatly from. Please help us welcome to GMO: Alvin Kannalath Alvin joins us as an Investment Operations Associate, from the Khoury College of Computer Science at Northeastern University with a Bachelor of Science degree in Computer Science and Finance. Ruixuan Liu Ruixuan joins us as an Investment Associate, from the Tepper School of Business at Carnegie Mellon University with a Master of Science degree in Computational Finance. He previously completed his Bachelor of Science degree in Computer Science (AI Track) and Finance at the University of Michigan. Jhanavi Thakkar Jhanavi joins us as a Technology Associate, from Vanderbilt University with a Bachelor of Science degree in Computer Science.

In our latest webcast, GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson, discussed why small cap valuations are attractive today and why they believe using quality is a better way of investing in the asset class. A quality lens helps to identify the truly special companies with sustainable competitive advantages and, like large cap quality, has offered protection in down markets. Learn more here: https://bit.ly/3XAmCLW

What really matters to Tom Hancock, Head of GMO’s Focused Equity team, when it comes to building a quality portfolio? The answer is “profitability, stability of profitability, and a strong balance sheet.” “There has to be a moat around the business to keep competition out and there have to be some growth opportunities to invest into. But the key idea is that being able to invest for a higher return is what you should be paying a premium multiple for.” Tom, recently told Citywire Read more about Tom’s approach to quality investing in his recent interview with Citywire: https://ow.ly/YZHz50SmnJ1

We are excited to share GMO’s U.S. Quality ETF (QLTY) has won the “Newcomer Active ETF of the Year” award by With Intelligence! With Intelligence's Mutual Fund & ETF Awards recognize organizations for their excellence, achievements, and contributions to the mutual fund industry. GMO’s U.S. Quality ETF (QLTY) is GMO’s very first ETF, we are thrilled to be part of the ETF community and look forward to QLTY’s continued success. Congratulations to Tom Hancock and the GMO Focused Equity team! Check out the complete list of winners here: https://ow.ly/y9vY50Smu87 For more information including risks and expenses: https://ow.ly/arMI50Smu88 #mutualfundetfawards #mutualfund #etf 

GMO’s Rachna Ramachandran, Portfolio Manager for GMO’s High Yield Strategy, was a panelist at the Fixed Income Leaders Summit last week in Boston. Rachna shared her insights on the attractiveness of the High Yield space today and expectations for 2024. Learn more about GMO’s approach to High Yield here: https://ow.ly/9UAY50SlbFg

We recently hosted a live webinar with GMO’s Small Cap Quality portfolio managers, Hassan Chowdhry and James Mendelson; they shared why small cap valuations are attractive today and how a quality approach to the asset class can generate superior risk-adjusted returns.