Overview

The GMO Resource Transition Strategy seeks to generate total return by investing primarily in equities of companies in the resource transition sector. The Strategy's benchmark is the MSCI ACWI Commodity Producers ex-Energy Index.

GMO’s Focused Equity team believes that global population growth, the industrialization of emerging markets, and the clean energy transition will increase global demand for natural resources and that, given their finite supply, the prices of these resources will increase over time. The Strategy seeks to invest in the securities of companies that we believe will benefit from – and avoid companies we believe will be adversely affected by – this expected long-term rise in natural resource prices as well as the increasing demand for clean energy.

Facts

Performance

Documents

Literature

Fact Sheet Download
GIPS® Composite Report Download
Composite Descriptions Download
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Downloads

Performance Download
Portfolio Composition Download
Segment Weights Download
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Commentary & Attribution

Commentary Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
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Risks

Risks associated with investing in the Strategy may include Focused Investment Risk, Commodoties Risk, Market Risk - Equities, Management and Operational Risk, and Smaller Company Risk.