GBATX

About GBATX

GMO Strategic Opportunities Allocation Fund Class III is a global allocation mutual fund designed to offer broad diversification through dynamic exposure across multiple asset classes. Managed by GMO, the fund’s primary objective is to achieve attractive total returns by taking advantage of valuation-driven opportunities in both traditional and alternative markets. The fund invests heavily in GMO’s suite of equity and fixed income funds, with significant allocations to international equities, U.S. equities, and fixed income. It also tactically incorporates short-term investments and may use derivatives and short sales to manage risk and pursue return opportunities. This fund is categorized under global allocation, targeting a mix of growth and income through active shifts between asset classes based on GMO’s proprietary forecasts and valuation models. Its portfolio is notably concentrated, with a large proportion held in its top ten positions, reflecting a high-conviction approach. With relatively low expenses compared to peers and a focus on institutional investors, it plays a key role for allocators seeking a flexible, valuation-based global portfolio solution.