Stocks in the S&P MidCap 400® Index have generated strong risk-adjusted returns historically, compared to large- and small-caps. They offer a strong combination of growth and stability traits that should garner significant interest. Yet, this sweet spot of the US equity market is largely ignored by fund investors.
We explored this topic further in a discussion led by Todd Rosenbluth, CFRA Head of ETF & Mutual Fund Research, and Matt Bartolini, Head of SPDR Americas Research at State Street Global Advisors on mid-cap index strategies.
Highlights of the discussion:
Matt Bartolini, CFA, Head of SPDR® Americas Research, State Street Global Advisors
Matthew Bartolini is a Managing Director at State Street Global Advisors and Head of SPDR® Americas Research. He manages a team responsible for the product research and analysis of SPDR ETFs, and the development of market outlooks, investment themes, and portfolio implementation ideas to help clients understand the market landscape and achieve their desired investment outcomes.
Matthew graduated from Northeastern University with a BS in Economics and earned his MBA at Northeastern with concentrations in Investment Analytics and Corporate Finance. He has earned the Chartered Financial Analysts designation and is a member of the CFA Institute and the Boston Security Analysts Society. He also holds the FINRA Series 7, 24, 63 licenses.
Todd Rosenbluth, Head of ETF and Mutual Fund Research, CFRA
Todd Rosenbluth is Senior Director of ETF and Mutual Fund Research at CFRA where he leads the firm’s holdings-based research efforts. Todd publishes regular thought leadership content on equity and fixed income products, supports the quantitative fund models and interacts with clients. He also serves as a member of CFRA’s Investment Policy Committee. Todd has frequently provided ETF education at Inside ETFs conferences and been quoted in media outlets, such as Barron’s, New York Times and the Wall Street Journal. Todd also held the position of Senior Director of ETF and Mutual Fund Research for S&P Global Market Intelligence.
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
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