Fund info

GMO Emerging Markets Fund Class VI is an institutional mutual fund dedicated to investing in equity markets of global emerging economies. Its primary objective is to achieve total returns surpassing the MSCI Emerging Markets Index by strategically allocating assets primarily to stocks of companies economically tied to countries classified as emerging markets. The fund is managed by Grantham Mayo Van Otterloo & Co. LLC, utilizing both fundamental and proprietary quantitative research models to identify undervalued opportunities while considering factors such as valuation, quality, and momentum. The fund maintains a diversified portfolio, typically holding over 300 securities across sectors like financials, energy, semiconductors, and utilities, and is heavily weighted toward regions such as Taiwan, China, India, and Brazil. Notably, banks and semiconductor firms constitute significant portions of its holdings, reflecting the fund’s focus on market sectors essential to the economic growth of emerging markets. With institutional share class features, a competitive expense ratio, and a high minimum investment, the fund caters to large investors seeking diversified exposure in non-developed markets, while employing systematic strategies to manage market, currency, and liquidity risks inherent in these regions.