GMO’s Mid-Year Update: Equity Dislocation Strategy reviews the strategy’s performance through the first half of 2026, arguing that AI-driven market enthusiasm has created valuation extremes that continue to favour disciplined stock selection over broad style exposure.
- The strategy returned 9.05% net in the first half of 2026, outperforming the MSCI ACWI Value minus Growth spread through security selection and active portfolio rotation rather than factor exposure alone.
- The report argues that many AI-related growth stocks remain priced for near-perfect outcomes, while attractively valued companies continue to offer asymmetric upside as expectations normalize.
- Dynamic positioning across software, banks and Korean equities was a major performance driver, reinforcing the case for valuation-based investing as AI reshapes market leadership.
Read the full report for a deeper look at AI-driven valuation dislocations and the role of active stock selection.
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