Tag Archives: wide economic moat

Chart of the Week: GMO Quality – Accidental Allocator

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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