Chart of the Week: GMO Quality – Accidental Allocator
August 2, 2012 
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Salient Points: 1. Over the past 12 months, GMO Quality emerged as the best ‘timer’ or sector allocator of any fund in the large- and multi-cap U.S. equity universe, when weighed against the S&P 500. 2. Ironically, the fund is known for its stock selection. 3. Its outperformance is attributable to consistent, steady exposure to [...]
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