GMO Dynamic Allocation ETF

GMO Dynamic Allocation ETF is an actively managed exchange-traded fund designed to offer investors a diversified multi-asset portfolio through a single investment vehicle. Its primary function is to pursue positive total return by dynamically reallocating among global equities, fixed income instruments, and alternative assets based on GMO's proprietary valuation-driven forecasts. The fund typically maintains an allocation to equities between 40% and 80%, flexibly adjusting these exposures as the Asset Allocation team identifies opportunities in different market environments and asset classes. Notably, GMO’s investment process is built on the premise that asset prices can materially diverge from intrinsic value but revert over time, guiding allocations towards the most attractively priced sectors, geographies, or themes. GMOD is not tethered to a fixed benchmark or index, allowing broad freedom in asset selection, including stocks and bonds from various regions and sectors, without predetermined market cap, credit quality, or country constraints. For taxable investors, the ETF structure enables seamless reallocation and access to new opportunities within one fund, minimizing the complexity of managing embedded capital gains across multiple positions. GMOD reflects GMO's long-standing philosophy of disciplined, value-oriented investing and serves those seeking a flexible, globally diversified, and actively managed solution for capital appreciation and income within the financial market.