GMO Systematic Investment Grade Credit ETF

The GMO Investment Grade Credit Fund is an actively managed exchange-traded fund focused on the U.S. investment grade corporate credit market. Its primary objective is to generate returns exceeding the Bloomberg U.S. Corporate Index by employing a systematic, factor-based investment strategy. The fund leverages GMO’s expertise in quantitative investing, utilizing proprietary models and trading signals that incorporate factors such as value, quality, momentum, and issuer fundamentals to identify attractive opportunities within corporate bonds. The portfolio is constructed to provide exposure to a broad spectrum of high-quality, investment grade issuers across major economic sectors, aiming for greater risk-adjusted returns and enhanced liquidity compared to traditional benchmarks. The fund may also make use of derivatives and ETFs to achieve or adjust its credit exposures, ensuring flexibility in various market conditions. By drawing on rigorous credit analysis and risk controls, the GMO Investment Grade Credit Fund plays a significant role for investors seeking systematic access to high-quality corporate debt, while managing credit, market, and operational risks inherent in fixed income investing.