"Goldman Sachs Money Manager Unveils Three Long-Term Growth Themes"
Goldman Sachs money manager Greg Tuorto discusses the bottom-up process used by his team to select companies for investment in the Goldman Sachs Small Cap Core Equity ETF. The team focuses on three themes: medical technology, cybersecurity, and casual dining. Tuorto highlights companies such as Axonics and iRhythm Technologies in the medical technology sector, Tenable Holdings in cybersecurity, and Cava Group and Wingstop in casual dining. The fund aims for long-term growth and selects stocks with a market capitalization below $5 billion, with a sweet spot between $2 billion and $4 billion. The fund's strategy has been successful, outperforming its benchmark in the small-cap space.