Lazard US Systematic Small Cap Equity ETF
SYZ is an actively managed ETF designed to capitalize on US small cap opportunities by leveraging a systematic approach rooted in fundamental expertise.
The (Big) Case for Small Caps
Small cap stocks, often under-covered and overlooked by traditional managers, hold tremendous value. For the team behind SYZ, these inefficiencies present unique opportunities. We employ an active, systematic approach to capture compelling small cap companies that may not always get the attention they deserve.
Broad Universe
With thousands of listed companies to choose from, the US small cap market offers a wide variety of opportunities.
High Velocity of Change
Smaller companies can grow quickly when they reach critical inflection points in their business operations.
Diverse & Evolving
Active mergers and acquisitions and business transformations create an expansive universe for potential long-term growth.
Active Investing Beyond Fundamental Limits
Powered by Automated Fundamental Analysts, our portfolio is agile and responsive, comprised of hundreds of qualified stocks. Leveraging real-time market data, ideas are generated dynamically, seeking attractive upside/downside capture performance.
While automation drives the investment process, our tenured team is actively involved, ensuring precision and alignment at every step.
A Systematic Process
Driven by fundamental investment principles and automated analysis, we aim to build a diversified portfolio made up of uncorrelated return streams. Our Automated Fundamental Analysts run systematically to uncover the most compelling opportunities—a key factor that sets SYZ apart.
Insights into Investments: Our Framework in Action
Our Automated Fundamental Analysts survey the entire investable small cap universe—over 2,500 stocks—daily to:
- Identify shifts in valuations or operating fundamentals across small cap companies often overlooked by investors
- Quantify market inefficiencies using proprietary processes and techniques
- Validate observations through extensive proprietary testing
The result: A diversified and dynamic portfolio of small cap opportunities with high potential.
The small cap investment universe is expansive with a high velocity of change. We aim to identify inefficiencies and hidden opportunities by taking an active, systematic approach—before anyone else does.
Oren Shiran
Managing Director, Portfolio Manager/Analyst, SYZ
Small Caps, Big Potential
How to Invest in Lazard ETFs
Lazard ETFs trade intraday on an exchange and are available through various channels, including broker-dealers, investment advisors, and other financial services.
You can invest through your brokerage account or talk to your financial advisor.
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Important Information
The financial data presented is provided by external sources. Lazard Asset Management LLC takes reasonable care to ensure that the information provided is correct, but it neither warrants, represents, nor guarantees the content of the information nor does it accept responsibility for errors, inaccuracies, omissions or inconsistencies.
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.
The Lazard ETFs are distributed by Foreside Fund Services, LLC.
Investment Products: NOT FDIC INSURED I NOT BANK GUARANTEED I MAY LOSE VALUE
Forward-looking figures represent expected returns. Expected returns do not represent a promise or guarantee of future results and are subject to change.
Equity securities will fluctuate in price; the value of your investment will thus fluctuate, and this may result in a loss. Securities in certain nondomestic countries may be less liquid, more volatile, and less subject to governmental supervision than in one’s home market. The values of these securities may be affected by changes in currency rates, application of a country’s specific tax laws, changes in government administration, and economic and monetary policy. Emerging markets securities carry special risks, such as less developed or less efficient trading markets, a lack of company information, and differing auditing and legal standards. The securities markets of emerging markets countries can be extremely volatile; performance can also be influenced by political, social, and economic factors affecting companies in emerging markets countries.