GMO U.S. Quality ETF (QLTY) Surpasses $1 Billion in Assets Under Management
GMO's GMO U.S. Quality ETF (NYSE: QLTY) has surpassed $1 billion in assets under management less than one year after its November 2023 launch. This milestone highlights investors' interest in quality investments amid market uncertainties. QLTY leverages GMO's 40+ years of quality investing experience, offering a fundamental approach to high-quality U.S. equities with ETF benefits like tax efficiency and daily liquidity.
CEO Scott Hayward emphasized GMO's commitment to innovative investment solutions, while Tom Hancock, Head of GMO Focused Equity and QLTY Portfolio Manager, noted the ETF's appeal to both existing and new clients. Following QLTY's success, GMO is exploring the launch of additional ETFs to provide tax-advantaged and operationally efficient access to their institutional-grade strategies.
L'ETF GMO U.S. Quality (NYSE: QLTY) ha superato 1 miliardo di dollari in attivi gestiti meno di un anno dopo il suo lancio nel novembre 2023. Questo traguardo mette in evidenza l'interesse degli investitori per investimenti di qualità in un contesto di incertezze di mercato. QLTY sfrutta oltre 40 anni di esperienza di GMO negli investimenti di qualità, offrendo un approccio fondamentale ad azioni statunitensi di alta qualità con vantaggi tipici degli ETF come l'efficienza fiscale e la liquidità giornaliera.
Il CEO Scott Hayward ha sottolineato l'impegno di GMO verso soluzioni d'investimento innovative, mentre Tom Hancock, Responsabile del GMO Focused Equity e Portfolio Manager di QLTY, ha notato l'attrattiva dell'ETF sia per i clienti esistenti che per quelli nuovi. Dopo il successo di QLTY, GMO sta esplorando il lancio di ulteriori ETF per fornire un accesso fiscalmente vantaggioso ed efficiente alle loro strategie di grado istituzionale.
El ETF GMO U.S. Quality (NYSE: QLTY) ha superado 1 mil millones de dólares en activos bajo gestión menos de un año después de su lanzamiento en noviembre de 2023. Este hito destaca el interés de los inversores por inversiones de calidad en medio de las incertidumbres del mercado. QLTY aprovecha más de 40 años de experiencia en inversiones de calidad de GMO, ofreciendo un enfoque fundamental para acciones estadounidenses de alta calidad con beneficios de ETF como la eficiencia fiscal y la liquidez diaria.
El CEO Scott Hayward enfatizó el compromiso de GMO con soluciones de inversión innovadoras, mientras que Tom Hancock, Jefe de GMO Focused Equity y Gestor de la Cartera de QLTY, señaló el atractivo del ETF tanto para los clientes existentes como para los nuevos. Tras el éxito de QLTY, GMO está explorando el lanzamiento de ETF adicionales para proporcionar acceso fiscalmente ventajoso y operativo eficiente a sus estrategias de calidad institucional.
GMO의 GMO U.S. Quality ETF (NYSE: QLTY)가 2023년 11월 출시된 지 1년도 채 되지 않아 10억 달러 이상의 자산을 관리하고 있습니다. 이 이정표는 시장의 불확실성 속에서 품질 투자에 대한 투자자들의 관심을 강조합니다. QLTY는 GMO의 40년 이상 품질 투자 경험을 활용하여, 세금 효율성과 일일 유동성과 같은 ETF의 이점을 가진 고품질 미국 주식에 대한 기초적 접근법을 제공합니다.
CEO인 스콧 헤이워드는 혁신적인 투자 솔루션에 대한 GMO의 헌신을 강조했으며, 톰 행콕 GMO 포커스드 에쿼티 책임자이자 QLTY 포트폴리오 매니저는 ETF가 기존 고객과 신규 고객 모두에게 매력적이라고 언급했습니다. QLTY의 성공에 따라 GMO는 기관 수준의 전략에 대한 세금 혜택과 운영 효율적인 접근을 제공하기 위해 추가 ETF 출시를 검토하고 있습니다.
Le fonds ETF GMO U.S. Quality (NYSE: QLTY) a dépassé 1 milliard de dollars d'actifs sous gestion moins d'un an après son lancement en novembre 2023. Ce jalon souligne l'intérêt des investisseurs pour des investissements de qualité dans un contexte d'incertitude du marché. QLTY s'appuie sur plus de 40 ans d'expérience de GMO dans l'investissement de qualité, offrant une approche fondamentale pour des actions américaines de haute qualité avec les avantages des ETF tels que l'efficacité fiscale et la liquidité quotidienne.
Le PDG Scott Hayward a souligné l'engagement de GMO envers des solutions d'investissement innovantes, tandis que Tom Hancock, Responsable de GMO Focused Equity et Gestionnaire de portefeuille de QLTY, a noté l'attrait de l'ETF pour les clients existants et nouveaux. Suite au succès de QLTY, GMO envisage de lancer d'autres ETF pour fournir un accès fiscalement avantageux et opérationnellement efficace à leurs stratégies de qualité institutionnelle.
Der ETF GMO U.S. Quality (NYSE: QLTY) hat 1 Milliarde Dollar an verwalteten Vermögenswerten überschritten, weniger als ein Jahr nach seiner Einführung im November 2023. Dieser Meilenstein hebt das Interesse der Investoren an hochwertigen Investitionen inmitten von Marktunsicherheiten hervor. QLTY nutzt über 40 Jahre Erfahrung in der Qualitätsinvestition von GMO und bietet einen fundamentalen Ansatz für hochwertige US-Aktien mit den Vorteilen von ETFs wie steuerlicher Effizienz und täglicher Liquidität.
CEO Scott Hayward betonte das Engagement von GMO für innovative Investitionslösungen, während Tom Hancock, Leiter von GMO Focused Equity und Portfoliomanager von QLTY, auf die Anziehungskraft des ETFs sowohl für bestehende als auch für neue Kunden hinwies. Nach dem Erfolg von QLTY untersucht GMO die Einführung weiterer ETFs, um einen steuerlich vorteilhaften und betriebswirtschaftlich effizienten Zugang zu ihren institutionellen Strategien zu ermöglichen.
- QLTY ETF surpassed $1 billion in assets under management in less than a year
- Strong investor interest in GMO's quality investing approach
- Potential launch of additional ETFs by GMO
- None.
Insights
The rapid growth of GMO's U.S. Quality ETF (QLTY) to
From an investor's perspective, QLTY's growth suggests a shift towards defensive, quality-oriented investments. The ETF's focus on high-quality U.S. stocks, combined with the tax efficiency and liquidity of the ETF structure, appears to be resonating with the market. This trend could indicate a broader market rotation towards quality factors, which investors should monitor closely.
The rapid AUM growth of QLTY reflects a significant market trend towards quality investing, especially in uncertain economic conditions. This success could potentially disrupt the ETF landscape, challenging established players and passive strategies. The investor appetite for fundamental, active approaches within the ETF structure is evident, which might lead to a shift in product development across the industry.
GMO's exploration of launching additional ETFs suggests a strategic pivot towards this growing market segment. If successful, this could reshape GMO's business model and client base, potentially attracting more retail investors alongside their traditional institutional clientele. The market's reception to QLTY also indicates a possible resurgence of interest in strategies associated with value investing pioneers like Jeremy Grantham, which could influence broader market trends.
First ETF from
“Reaching
“We are grateful that QLTY ETF has been so well-received by existing clients and those new to GMO, which we believe is indicative of the clear differentiation between our fundamental approach to investing in high-quality equities and passive strategies,” said Tom Hancock, Head of GMO Focused Equity and Portfolio Manager of QLTY.
GMO began researching quality investing in the 1980s led by Jeremy Grantham, Co-Founder and Long-Term Investment Strategist at GMO. QLTY leverages GMO’s more than 40 years of quality investing experience to invest in
GMO’s expansion into ETFs offers a structure that aligns with investors seeking tax-advantaged and operationally efficient access to long-running, institutional-grade GMO strategies, which the firm will continue to deliver with the same focus and conviction over the long term. Following the success of QLTY, GMO is exploring the opportunity to launch additional ETFs and will share additional details when available.
About GMO
Global investment manager GMO, established in 1977, brings together focused expertise within its investment teams, industry-leading research, and client solutions and service to advance clients’ goals. Privately owned and renowned for conviction in a valuation-based, long-term investment philosophy, GMO serves sophisticated institutions, financial intermediaries, and families, and managed
Risks associated with investing in the Fund may include: (1) Market Risk - Equities: The market price of an equity may decline due to factors affecting the issuer or its industry or the economy and equity markets generally. Declines in stock market prices generally are likely to reduce the net asset value of the Fund's shares. (2) Management and Operational Risk: The risk that GMO's investment techniques will fail to produce desired results. (3) Focused Investment Risk: The Fund invests its assets in the securities of a limited number of issuers, and a decline in the market price of a particular security held by the Fund may affect the Fund's performance more than if the Fund invested in the securities of a larger number of issuers. For a more complete discussion of these risks and others, please consult the Fund's prospectus.
An investor should consider the fund’s investment objectives, risks, charges, and expenses before investing. This and other important information can be found in the fund’s prospectus. A copy of the prospectus can be found here. Please read the prospectus carefully before investing.
The GMO ETFs are distributed in
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Media
Tucker Hewes
Hewes Communications, Inc.
212-207-9451
tucker@hewescomm.com
Source: GMO
FAQ
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