GMO LLC’s Q1 2022 Investor Letter

Grantham Mayo Van Otterloo & Co. LLC, an asset management firm, published its first-quarter 2021 investor letter – a copy of which can be downloaded here. In its first-quarter letter, the fund mentioned that there are always risks in the resources sector, and they believe investors are likely to be rewarded with a compelling mix of strong returns, inflation protection, and diversification. Try to spend some time looking at the fund’s top 5 holdings to be informed about their best picks for 2022.