Opal Capital & Polen Capital File AI-Driven Mid-Cap ETF

The Pathfinder Disciplined Midcap Equity ETF will focus on U.S. mid-cap equities, generally companies with market values of roughly $8 billion to $60 billion. The actively-managed fund will invest at least 80% of assets in mid-cap stocks and use a machine learning-enabled multi-factor process evaluating momentum, sentiment, growth, quality, and valuation metrics to forecast returns and optimize portfolio construction. Holdings are expected to range from 50 to 200 stocks, with risk controls integrated throughout the investment process.