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Kayne Anderson Rudnick Investment Management, LLC

 

About the Firm

Kayne Anderson Rudnick Investment Management, LLC (KAR) is a registered investment adviser based in Los Angeles, California. The KAR investment philosophy is that strong risk-adjusted returns can be achieved through investment in high-quality companies purchased at reasonable prices. KAR's investment strategy is to build a portfolio of companies that have strong, consistent growth with low business and financial risk. They hold these companies over the long term, convinced that the investment returns of the portfolio will mirror the financial results of these companies. The research process develops independent conviction about the sustainability of a company's competitive advantage, the management's commitment to shareholders, and its expected return. Detailed fundamental research assesses the company's qualitative industry and business positions, its financial strength, and its valuation propositions.

The firm was founded in 1984 by two successful entrepreneurs, Richard Kayne and John Anderson, for whom the University of California, Los Angeles, named its business management school, The Anderson School at UCLA, to manage the funds of its principals and clients through non-traditional investment partnerships. The traditional investment management business conducted by KAR began in 1989 when Allan Rudnick joined the firm.

 

 

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Investment Professionals


Robert A. Schwarzkopf, CFA

Chief Investment Officer and Portfolio Manager

Kimberly C. Friedricks

Director of Fixed Income

Jon K. Christensen, CFA

Portfolio Manager and Senior Research Analyst

Julie Kutasov

Portfolio Manager and Senior Research Analyst

Craig Thrasher, CFA

Research Analyst



 

Doug Foreman

Director of Equities


Richard Sherry, CFA

Portfolio Manager and Senior Research Analyst

Todd Beiley, CFA

Portfolio Manager and Senior Research Analyst

Craig Stone

Portfolio Manager and Senior Research Analyst

Greg Toppe, CFA

Portfolio Manager and Senior Research Analyst

Aaron Reed

Senior Portfolio Adviser

 

Mutual funds distributed by VP Distributors, LLC, member FINRA and subsidiary of Virtus Investment Partners, Inc.
 
Statement on Business Continuity and Disaster Recovery

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