From AI infrastructure to GLP-1 Drugs, Here Are Investment Pros’ Favorite Niche ETFs Now
Stuart Katz, Chief Investment Officer at Robertson Stephens, was featured in Barron’s, where he shares his perspective on two long-term investment themes—quantum computing and U.S. infrastructure—and strategies that offer exposure to their continued evolution. Click here to read more.
Small Cap Performance
Below are the calendar year and annualized returns for our small cap composite portfolio. Ending 9/30/2026 QTD 1 Year 3 Year 5 Year Inception3 Small Cap Composite1,2 -0.8% -0.7% +27.1% +14.0% +21.1% Russell 2000 Index -7.2% +16.2% +17.7% +6.3% +9.4% Performance quoted represents past performance. Past performance is no guarantee of future results.1 Net of […]