Rockefeller Asset Management Introduces New RSMC ETF
Rockefeller Asset Management, a division of Rockefeller Capital Management, has announced the launch of its new actively managed ETF, the Rockefeller Small-Mid Cap ETF (RSMC). This noteworthy addition is part of the firm’s commitment to enhancing its investment offerings and marks the company’s fourth actively managed ETF made available this year.
Overview of the Rockefeller Small-Mid Cap ETF (RSMC)
The RSMC ETF stands out as Rockefeller's inaugural actively managed fund targeting small and mid-cap companies. With an impressive asset base of around $740 million at launch, it is among the most prominent actively managed small-mid cap ETFs currently available. The fund is designed to invest primarily in US-based small and mid-cap companies with proven business models that demonstrate sustainable growth potential, aiming to provide investors with robust risk-adjusted returns.
Expert Management Team
The RSMC is guided by a team of seasoned portfolio managers, including Jason Kotik, a Managing Director, and Tim Skiendzielewski, a Senior Vice President. Together, they bring over four decades of experience in the realm of small-cap investing. Prior to their tenure at Rockefeller, Kotik and Skiendzielewski collaborated for over ten years, managing various small-cap strategies.
Investment Strategy and Market Outlook
According to Casey Clark, President and Chief Investment Officer of Rockefeller Asset Management, RSMC builds on the firm’s thirty-year legacy of managing small cap strategies. It reflects their commitment to offering investors access to a quality-focused framework for SMID cap investments. Clark emphasizes the importance of this newly launched ETF in capitalizing on the investment opportunities presented by this market segment.
Kotik elaborates on current market dynamics, suggesting that several cyclical and secular trends provide a favorable outlook for small and mid-cap sectors over the next few years. Factors such as deglobalization, inflation that favors smaller entities, and a potential Fed rate cut cycle are believed to bolster the fundamentals of small and mid-cap investments, highlighting a valuable opportunity for investors seeking less correlated returns.
About Rockefeller Asset Management
Rockefeller Asset Management delivers investment products to institutions, financial professionals, and discerning investors. It specializes in equities, fixed income, and alternative solutions typically aimed at outperforming market benchmarks through a well-structured investment approach. With a strong commitment to building partnerships, as of September 30, 2024, the division manages assets worth $16.3 billion.
Why Invest in Small-Mid Cap Stocks?
Investing in small and mid-cap companies can yield various benefits, including higher growth potential compared to larger companies. However, investors should be mindful of the associated risks involving market volatility and the potential for price fluctuations, which can be more pronounced in these categories.
Frequently Asked Questions
What is the Rockefeller Small-Mid Cap ETF (RSMC)?
The RSMC is an actively managed exchange-traded fund focusing on US small and mid-cap companies with sustainable business models.
Who manages the RSMC ETF?
The RSMC is managed by experienced portfolio managers Jason Kotik and Tim Skiendzielewski, who have over 40 years of combined experience in small-cap investments.
What is the asset size of the RSMC ETF at launch?
Upon its launch, the RSMC ETF has approximately $740 million in assets under management, making it one of the largest actively managed SMID cap ETFs available today.
What investment strategy does the RSMC ETF employ?
The ETF aims to target durable growth in small and mid-cap companies, seeking to provide investors with attractive risk-adjusted returns through a quality-focused investment strategy.
What advantages do small-mid cap investments offer?
Investors in small and mid-cap stocks often experience higher growth potential and the opportunity for above-market returns, although these come with increased risk.
