Global Macro Fund to Begin Trading on Nasdaq in 2027
The fund will offer U.S. investors new access to a portfolio that avoids technology stocks and focuses on capital preservation.
Updated on Oct. 30, 2026 in Investing
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The Corton Rosenberg Global Macro Fund ETF is set to begin trading on the Nasdaq in the first quarter of 2027. The fund, which currently trades on the Toronto Stock Exchange, follows a multi-strategy approach focused on capital preservation.
Why it matters
Investors tracking global multi-asset funds will soon have expanded access to this vehicle that utilizes a thematic approach with a one- to three-year horizon. The strategy specifically avoids technology shares, citing skepticism about current investor expectations for artificial intelligence.
The fund has posted 60% appreciation since its model portfolio was established in 2023. It maintains a primary asset allocation of 50% in equities, 30% in bonds, and 10% in currencies and commodities.
The players
David Rosenberg
The creator of the model portfolio used for the Corton Rosenberg Global Macro Fund.
Nasdaq
A global stock exchange where the fund is scheduled to begin trading in early 2027.
Toronto Stock Exchange
The current primary trading venue for the fund under symbols ROSY and ROSY.U.
The details
The fund operates as a global multi-strategy vehicle designed for capital preservation. Its portfolio maintains equity exposures primarily in Europe and Asia, while U.S. holdings are concentrated in healthcare and energy pipelines. The strategy is characterized by a negative correlation to technology stocks and the U.S. dollar, avoiding tech shares entirely due to concerns over valuation.
Timeline
The model portfolio was established by David Rosenberg in 2023.
The fund began trading on the Toronto Stock Exchange in September 2026.
Asset allocation levels were reported in mid-October 2026.
The fund is expected to start trading on the Nasdaq in Q1 2027.
Money Landscape
The transition of this fund to U.S. markets represents a significant expansion of its reach for global investors. It follows the precedent set by the fund's 2026 launch on the Toronto Stock Exchange.
The fund's arrival on the Nasdaq provides U.S.-based investors with a new option for global, thematic asset exposure. Consult a qualified financial professional to determine if a multi-strategy, non-tech-focused vehicle aligns with your household's long-term capital preservation goals.
The takeaway
This global fund emphasizes capital preservation through a thematic approach that intentionally avoids exposure to the technology sector. Investors should monitor market developments in early 2027 to see how the fund's performance aligns with their broader portfolio diversification strategy.
Further reading
For broader information on fund market expansions, see Investing.
Source note: This article includes information reported by FA Magazine.
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