Why Active Management and High-Quality Matters with Small-Cap Investing
On Nasdaq TradeTalks, KAR portfolio manager Jon Christensen discusses why high-quality and active management are important when it comes to investing in small-cap stocks.
Why Active Management and High-Quality Matters with Small-Cap Investing
On Nasdaq TradeTalks, KAR portfolio manager Jon Christensen discusses why high-quality and active management are important when it comes to investing in small-cap stocks.
Understanding Value Benchmark Construction and the Need to Seek Quality
Value managers develop certain philosophies about how they approach the world of equity investing. Yet, the industry has allowed third parties to define what those parameters should be through benchmark construction methodologies. Unfortunately, leading value benchmarks continue to follow a construction framework from over 30 years ago and have not adapted to the realities of today’s investing climate.
Mid-Caps at the Center of Attention – A Core Component of a Diversified Portfolio
Mid-cap stocks have historically outperformed large- and small-cap stocks over the long run and with less risk than small caps. Investors lacking mid-cap exposure may be missing out on the diversification potential of a key segment. This paper explores this investment opportunity and includes a discussion about the Virtus KAR Mid-Cap Core Fund, managed by Kayne Anderson Rudnick.
1Q24 SGA Market Review & Outlook
Continued improvement in the macroeconomic backdrop supported another strong quarter for global equities, which rose on the back of strength in developed markets and more modest gains in emerging markets.
David L. Abrycht, CFA Featured on The Compound and Friends Podcast
Big Opportunities in Corporate Bonds with David Albrycht.
The Top 20 Small-Cap Funds of the Decade includes Virtus KAR Small-Cap Growth at #2
This Financial Planning article makes the case for small-cap stocks and cites the Virtus KAR Small-Cap Growth Fund, managed by Kayne Anderson Rudnick, as the #2 top-performing small-cap fund over the last 10 years.
The Quiet Power of Quality: Small-Cap Investing with KAR
Since 1984, Kayne Anderson Rudnick (KAR) has been committed to investing in high-quality companies, with a strong history of results in the small-cap space—a testament to the quiet power of quality over time.
Taking the Long View: Virtus KAR International Small-Mid Cap Fund
Outperformance over time doesn’t mean outperformance all the time. We believe investors must accept inevitable periods of underperformance in the short run to outpace the market in the long run
Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio
Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do. Data as of December 31, 2023.
4Q23 Portfolio Review Podcast: KAR Small-Cap Value
KAR portfolio manager Julie Kutasov reviews the performance of small-cap value equities in the fourth quarter, top contributors and detractors in the KAR Small-Cap Value strategy, and portfolio positioning for 2024.
4Q23 Portfolio Review Podcast: KAR Mid-Cap Growth
KAR portfolio manager Chris Armbruster discusses the fourth quarter performance of mid-cap growth equities, the largest stock contributors and detractors in the KAR Mid-Cap Growth strategy, and portfolio positioning for 2024.
4Q23 Portfolio Review Podcast: KAR Small-Mid Cap Core
KAR Portfolio Manager Julie Kutasov reviews fourth quarter performance of the small- and mid-cap equity markets, top contributors and detractors in the KAR Small-Mid Cap Core strategy, and portfolio positioning going into 2024.
4Q23 Portfolio Review Podcast: KAR Mid Cap Core
KAR portfolio manager Jon Christensen discusses mid-cap equity performance in the fourth quarter, the largest stock contributors and detractors in the KAR Mid Cap Core strategy, and portfolio positioning going into 2024.