Lazard Asset Management Announces Conversion of Mutual Fund to US Systematic Small Cap ETF
“Small cap stocks stand out to us as a compelling opportunity, and we are excited to offer an innovative, accessible solution for investors seeking to participate in this dynamic and high potential market,” said
SYZ seeks to deliver long-term capital appreciation through a diversified portfolio of US small cap stocks. The strategy utilizes Automated Fundamental Analysts, which systematically survey the entire investable small cap universe of 2,500 stocks for the most compelling opportunities. With US equities reaching new highs amid a resilient economic backdrop, small cap companies are uniquely positioned to potentially benefit from structural tailwinds.
“We've designed SYZ to capitalize on the unique structural inefficiencies in this market,” said
Lazard’s proprietary approach is designed to uncover excess return potential and deliver strong performance through an adaptive, fundamental framework. The strategy is able to navigate shifting market conditions and identify opportunities others may overlook. This disciplined yet adaptive framework allows Lazard to capture inefficiencies across sectors and market cycles, with the goal of creating durable, long-term value for investors.
The launch of SYZ represents a strategic addition to Lazard's actively managed ETF platform, which also includes ETFs such as the
About Lazard
Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in
Risks and Disclosures
Small Cap Companies Risk: Small cap companies carry additional risks because their earnings tend to be less predictable, their share prices more volatile and their securities less liquid than larger, more established companies. The shares of small cap companies tend to trade less frequently than those of larger companies, which can have an adverse effect on the pricing of these securities and on the ability to sell these securities when the Investment Manager deems it appropriate.
Quantitative Model Risk: The success of the Portfolio’s investment strategy depends largely upon the effectiveness of the Investment Manager’s quantitative model. A quantitative model, such as the risk and other models used by the Investment Manager requires adherence to a systematic, disciplined process. The Investment Manager’s ability to monitor and, if necessary, adjust its quantitative model could be adversely affected by various factors including incorrect or outdated market and other data inputs. Factors that affect a security’s value can change over time, and these changes may not be reflected in the quantitative model. In addition, factors used in quantitative analysis and the weight placed on those factors may not be predictive of a security’s value.
Please consider a fund’s investment objectives, risks, charges, and expenses carefully before investing. For more complete information about Lazard ETFs and current performance, you may obtain a prospectus or summary prospectus by calling 800- 823-6300 or going to www.lazardassetmanagement.com. Read the prospectus or summary prospectus carefully before you invest. The prospectus and summary prospectus contain investment objectives, risks, charges, expenses, and other information about the Portfolio and Lazard ETFs that may not be detailed in this document.
Investments involve risk. Principal loss is possible
The Lazard ETFs are distributed by
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