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Don’t Overlook the Middle of the Market: Mid Cap Investments

 

Tuesday, October 8, 2019 at 11:00 am EDT | 8:00 am PST

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:

  • How mid-cap index strategies have performed relative to other investment styles and actively managed alternatives
  • Recent and current earnings and dividend trends for the S&P MidCap 400®  Index 
  • How advisors can incorporate mid-cap investments into their client portfolios

Presented by:

  • Todd Rosenbluth, Head of ETF and Mutual Fund Research, CFRA
  • Matt Bartolini, Head of SPDR Americas Research

 

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.

 

Standard & Poor's®, S&P® and SPDR® are registered trademarks of Standard & Poor's Financial Services LLC (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by S&P Dow Jones Indices LLC (SPDJI) and sublicensed for certain purposes by State Street Corporation. State Street Corporation's financial products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates and third party licensors and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability in relation thereto, including for any errors, omissions, or interruptions of any index.

 

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