Lazard US Systematic Small Cap Equity ETF
SYZ
NASDAQ Global Select- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 30 Rockefeller Plaza New York NY United States of America 10112
- IPO Date
- Sep 15, 2025
- CIK
- 0000874964
- Website
- lazardassetmanagement.com
- Similar Companies
- Business
- Lazard US Systematic Small Cap Equity ETF (SYZ) is an actively managed exchange-traded fund that seeks long-term capital appreciation by investing primarily in a diversified portfolio of small capitalization U.S. equity securities. The fund employs a proprietary systematic approach powered by Automated Fundamental Analysts, which daily survey over 2,500 small cap stocks to identify mispriced opportunities based on shifts in valuations and operating fundamentals; this framework quantifies market inefficiencies, validates observations through historical testing, and constructs a dynamic portfolio of 200 to 500 holdings across sectors such as technology, industrials, consumer cyclical, and healthcare, with up to 20% allocation to ADRs, GDRs, EDRs, larger U.S. companies, or international firms. Lazard ETFs, including SYZ, trade intraday on Nasdaq and are distributed through broker-dealers, investment advisors, and financial services providers, targeting institutional and retail investors seeking exposure to the inefficient U.S. small cap market. In September 2025, Lazard Asset Management successfully converted the Lazard US Systematic Small Cap Equity Portfolio—a prior mutual fund structure with approximately $52.8 million in assets—into the ETF share class (NASDAQ: SYZ), enhancing tax efficiency, reducing fees, and broadening accessibility while maintaining the core automated fundamental strategy under portfolio managers Oren Shiran and Stefan Tang. This conversion represents a key expansion of Lazard's actively managed ETF platform, which also encompasses the Lazard International Dynamic Equity ETF (NYSE: IDEQ), Lazard Equity Megatrends ETF (NYSE: THMZ), Lazard Japanese Equity ETF (NYSE: JPY), and Lazard Next Gen Technologies ETF (NYSE: TEKY). SYZ operates as part of Lazard Asset Management LLC, the asset management division of Lazard Inc., a global financial advisory and asset management firm founded in 1848 and headquartered in New York City with operations across 26 countries in North America, Europe, Asia, Australia, and Latin America. The fund, domiciled in the United States with total net assets of approximately $52 million and a net expense ratio of 0.74%, focuses on the small blend category within the U.S. equity small cap segment.