GMO

GMO’s U.S. Quality ETF (NYSE: QLTY) has surpassed $1 billion in assets under management since launching in November 2023! “Reaching $1 billion less than one year after the launch of QLTY illustrates that clients are seeking quality amid rising uncertainties and questions about valuation in some parts of the market. GMO is committed to offering innovative investment solutions in the structures that best address their needs,” said Scott Hayward, Chief Executive Officer of GMO GMO’s expansion into ETFs offers a structure that aligns with investors seeking tax-advantaged and operationally efficient access to long-running, institutional-grade GMO strategies, which the firm will continue to deliver with the same focus and conviction over the long term. Read our press release: https://ow.ly/bpsW50SYwvP For more information on QLTY including risks and expenses: https://ow.ly/b8co50SYwvQ

GMO has been valuation focused since our firm’s founding nearly 50 years ago. With the benefit of our experience across market cycles, regardless of how you think about value in your portfolio, we advise there has rarely been a better time to invest in deep value stocks. Read our latest Insights: https://bit.ly/48yvDJ4

“I don't think the entire world is clamoring to buy value stocks because they're clamoring to buy Nvidia,” Ben Inker, Co-Head of Asset Allocation at GMO, told Bloomberg in a feature on GMO's newest Value ETFs. We believe there has rarely been a better time to invest in deep value stocks. We are excited to share we have launched two new ETFs to capture this opportunity: GMO U.S. Value ETF (GMOV) and GMO International Value ETF (GMOI). Read the latest in Bloomberg: https://ow.ly/h30R50TZKj1 For more information on risks and expenses for GMO U.S. Value ETF (GMOV): https://ow.ly/w9j950TZKiZ For more information on risks and expenses for GMO International Value ETF (GMOI): https://ow.ly/bHFR50TZKj0 #ValueInvesting #ETFs

Tom Hancock, Head of GMO Focused Equity and lead portfolio manager of GMO’s Quality Strategy, will appear on CNBC’s The Exchange today between 1 and 2 pm ET. Don’t miss their conversation to hear Tom’s latest views! Learn more about GMO’s Quality Strategy: https://ow.ly/HKZS50TXbag

We are excited to kick off our annual GMO Conference! We look forward to sharing GMO’s latest investment research and market perspectives with our clients. At GMO’s 2024 Conference, we will contemplate the macro fog but concentrate on the fundamentals, showcasing numerous pockets of value that are being largely overlooked. #GMOConference

GMO is excited to announce the expansion of our ETF suite! Three new GMO ETFs are now available for investment, offering flexible access to a diverse range of active GMO solutions. • GMO International Quality ETF (QLTI) • GMO U.S. Value ETF (GMOV) • GMO International Value ETF (GMOI) Our new ETF launches build on the success of our first ETF, U.S. Quality (QLTY), which has grown to over $1 billion since launching in November 2023, and respond to client demand for tax-advantaged, operationally efficient implementation of long-running GMO strategies. The broadened GMO ETF suite represents several core GMO investment capabilities – namely, our nearly 50-year history of quality and valuation-driven investing, our significant experience building quantitative fixed income portfolios, and our track record of creating innovative strategies to capitalize on long-term market developments. All three GMO ETFs are listed on the NY Stock Exchange. We will be launching two additional ETFs in the coming months, GMO Beyond China (BCHI) and GMO Systematic Investment Grade Credit (INVG). Read our press release about this exciting development: https://bit.ly/40peZtc For more information on risks and expenses: https://bit.ly/4ee1hwI

Investing in climate solutions is part of a holistic approach to managing climate change risks. But the limitations of reported emissions data present significant challenges to asset owners aiming to align with net zero. We recently launched what we believe is a more comprehensive climate solution: the GMO Horizons Strategy. We believe this strategy, which incorporates both green revenues data and total emissions across entire company value chains, offers asset owners both an impactful climate solution and a more effective means of achieving their net-zero targets. Read our insights by the Systematic Equity team. Tackling Indirect Emissions to Reach Net-Zero Targets: https://bit.ly/4dZ3LP5 Employing Green Revenues in the Pursuit of Net-Zero Objectives: https://bit.ly/4e0ocLu

"Climate change is like some giant python. It’s got us gripped and it isn’t squeezing that tight yet." GMO’s Jeremy Grantham joined Christine Benz and Dan Lefkovitz on a recent episode of Morningstar’s The Long View podcast. Jeremy discusses how to navigate the challenges of investing in a changing world, from microeconomics to the urgency of climate action and its implications for investors. Listen to the full episode here: https://lnkd.in/gPDNEq2q

Jeremy Grantham has been an outspoken proponent of climate change-mitigation investing for many years. As he has said, “The current transition to a zero-carbon economy will provide some of the greatest investing opportunities in history. By supporting companies that are acting to adapt to and build a greener future, investors will shift the whole economy onto a more sustainable path.” GMO Horizons is a global equity strategy reflecting this view, that the world economy is transitioning to a lower carbon future and that this process will create secular growth opportunities for investors to seek excess returns. At a recent GMO client event, Jeremy explained why he believes Horizons offers a much-needed solution – through increased exposure to climate solutions and reduced carbon emissions – where traditional ESG-oriented strategies have struggled. Learn more about GMO Horizons: https://bit.ly/4f4rcYc

In GMO’s latest Quarterly Valuation Update, we offer our Q3 assessment: Local currency rates and FX screen attractive, while credit is neutral. https://bit.ly/403jXf3