Samsung Active Asset Management Lists New 'KoAct KOSDAQ Active' ETF

Samsung Active Asset Management announced on the 10th that it has newly listed the 'KoAct KOSDAQ Active' Exchange Traded Fund (ETF).

Samsung Active Asset Management Lists New 'KoAct KOSDAQ Active' ETF 원본보기 아이콘

Samsung Active Asset Management has redefined the KOSDAQ market as one of Korea's 'seven key growth engines' rather than just a collection of securities. Specifically, it classified the sectors as: ▲Bio ▲Aerospace & Defense ▲Semiconductor Materials, Components & Equipment ▲Robotics ▲Energy Storage Systems (ESS) & Energy ▲Artificial Intelligence (AI) Software (SW) ▲Media Entertainment & Consumer Goods. Out of approximately 1,800 listed companies on KOSDAQ, Samsung Active has carefully selected about 800 core universe companies, with a strategy to discover firms that are leading change and possess global competitiveness.


Another distinguishing feature of this ETF is its balanced investment approach between growth and value stocks. In order to break the stereotype that KOSDAQ is highly volatile and burdened by high valuations, 70-80% of the portfolio will focus on high-growth stocks, while the remaining 20-30% will be filled with 'undervalued hidden value stocks' with profit growth potential.


Samsung Active Asset Management has made a bold move by featuring mid- and small-cap stocks rather than just top-tier KOSDAQ stocks. Key constituents include ▲ Qurient (Bio) ▲ Seongho Electronics (Electrical/Electronics) ▲ BHI (Energy). Value stocks such as ▲ Sungwoo Hitech (Automobile) and ▲ CJ Freshway (Food & Beverage) are also included. In the initial phase after listing, the ETF will be managed with a total of 57 stocks, and the portfolio may be adjusted in real time according to ETF management needs.


Kim Jiwoon, Head of the 2nd Investment Division at Samsung Active Asset Management, who has 20 years of experience, will manage KoAct KOSDAQ Active. A dedicated task force (TF), comprising all senior analysts from the research center and active ETF managers, will also support the fund.


It is also positive that this comes at a time when the government's KOSDAQ activation policies and the National Growth Fund are strengthening the policy momentum. As large inflows of capital are expected, the trend toward active ETFs with systematic analysis systems is likely to become even more pronounced.


Division head Kim Jiwoon stated, "KOSDAQ is a dynamic market where every change in the world-from demographic shifts and energy transition to AI innovation-is reflected first." He added, "We will do our utmost to uncover 'hidden gems' based on the results of on-the-ground corporate visits."

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