Syzygy Asset Management

From the leadership that brought you Research Affiliates and RAFI Indices.

[Syzygy Asset Management @SyzygyAssetMgmt]

5% yields have everyone talking about bonds. Syzygy’s chairman is watching the equity side.

Rob Arnott to @WSJ on AI-driven large caps: “I’m of the view that we’re looking at a bubble here.” He sees an extreme valuation gap between the S&P 500 and the next 500.

#AssetManagement #IndexInvesting #Valuations #SmallCaps #ArtificialIntelligence

Disclosures: https://t.co/ETG9fxnywk

[The Wall Street Journal @WSJ]

Six investing pros tell us what to make of the rapid rise in yields and how to trade it https://t.co/8LUl7A3aFE

[Syzygy Asset Management @SyzygyAssetMgmt]

We’re thrilled to congratulate Katrina “Katy” Sherrerd on being named to the 2026 @Forbes 50 Over 50: Investment list!

This well-deserved recognition celebrates a career defined by leadership, innovation, and a deep commitment to advancing the investment profession. Throughout her career, Katy has championed groundbreaking investment research, continuous education, and the power of strong cultures to create better outcomes for investors and organizations alike.

And while this recognition honors an extraordinary body of work, we’re especially excited about what comes next.

Syzygy Asset Management represents a new chapter. One built on the experience, perspective, and conviction Katy has developed over decades, with the freedom to apply those lessons in new ways. It’s a fitting reminder that a remarkable career isn’t only about what you’ve accomplished, but also about what those accomplishments make possible next.

We are proud to have Katy lead Syzygy at its beginning and to see where this next chapter takes us.

Congratulations, Katy!

Read the full Forbes 50 Over 50: Investment list: https://t.co/bMUuX1wUcd

#Forbes50Over50 #SyzygyAssetManagement #InvestmentManagement #Leadership #WomenInFinance

https://t.co/3eJWL1zpug

[Syzygy Asset Management @SyzygyAssetMgmt]

We are proud to congratulate our Chairman, Rob D. Arnott, on being named Thought Leader of the Year in the Asset Managers category at the 2026 @wealth_mgmt Management Industry Awards.

Throughout his career, Rob has challenged conventional wisdom, asked difficult questions, and pursued investment ideas grounded in rigorous research and evidence. That spirit of independent thinking has shaped our firm for more than two decades and continues to guide us in our next chapter as Syzygy Asset Management.

Congratulations, Rob, on this well-deserved recognition!

#TheWealthies #ThoughtLeadership #AssetManagement #SyzygyAssetManagement

https://t.co/3eJWL1zpug

[Syzygy Asset Management @SyzygyAssetMgmt]

Rob Arnott thinks the US market is frothy and expensive. He also thinks shorting it is a bad idea, since bubbles often blow off on the upside before they break.

He sat down with @BloombergTV’s Open Interest to explain what to do instead, and where the firm’s new name Syzygy comes from: alignment, with the end investor first.

Watch the interview with @VonnieQuinn and @BTLipschultz below.

https://t.co/WXiREQmLSz

[Syzygy Asset Management @SyzygyAssetMgmt]

💫Introducing Syzygy Asset Management. 💫

When independently moving celestial bodies line up along a single axis, astronomers call it a syzygy. For us, that idea of alignment captures the investment discipline behind our new firm.

Formerly Research Affiliates, Syzygy Asset Management builds on decades of independent research and investment experience, with a focused set of active investment strategies.

In his latest CIO Insights, Chief Investment Officer Jim Masturzo, CFA, explains why the name matters and why the philosophy behind it is particularly relevant in today’s markets.

Market dispersion has risen sharply while correlations have fallen, creating a potentially richer opportunity set for active investors. At Syzygy, pursuing that opportunity starts with alignment among economic foundations, signal expression, and portfolio construction.

As Jim writes:
“That’s alignment, that’s the part we can control.”

Read “Alignment in the Time of Dispersion: Introducing Syzygy Asset Management” to explore the investment philosophy behind the new firm: https://t.co/ci2IWuwCI8

And read today’s press release for more on the official launch of Syzygy Asset Management: https://t.co/TEsWlNq9y1

#SyzygyAssetManagement #ActiveManagement #InvestmentStrategy #PortfolioConstruction #MarketDispersion
Disclosures: https://t.co/3eJWL1zXjO

[Syzygy Asset Management @SyzygyAssetMgmt]

@RA_Insights has sold its RAFI Indices business to TMX @Vetta_Fi, a deliberate choice, made from a position of strength, and is relaunching as @SyzygyAssetMgmt.

A syzygy is the alignment of three celestial bodies. Syzygy Asset Management brings that same idea to investing: aligning the building blocks of a modern portfolio.

Official launch: September 2026. Follow along for what's ahead.

🔗 https://t.co/cA0YuyvUPI

#Syzygy #NameChange #InvestmentManagement #AssetManagement

Disclosures: https://t.co/9EgfPBTlLP