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A Commitment to High-Quality Investing

Featuring:

Douglas Foreman - on white background

Doug Foreman, CFA
CIO and Portfolio Manager
Kayne Anderson Rudnick

Moderated by:

Joe Terranova

Joe Terranova
Chief Market Strategist
Virtus Investment Partners

Doug Foreman joined Virtus Chief Market Strategist Joe Terranova for a discussion of KAR’s commitment to high-quality investing.

Highlights included:

  • A review of the qualitative characteristics that define high-quality companies and how quantitative factors are a reflection of the underlying businesses
  • The bifurcation in the market between the “haves,” which have benefited from changes in the way we live and work and the “have nots,” capital intensive businesses which have suffered through the COVID-19 period
  • The potential impact of the election on the markets

Watch the video

Kayne Anderson Rudnick’s industry trends and observations are the result of research conducted by the portfolio management/research team. These observations reflect their industry expertise and have been prepared using sources of information generally believed to be reliable; however, their accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice. 

IMPORTANT RISK CONSIDERATIONS: Investment Risk: Investing is subject to risk, including the risk of possible loss of principal. Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk.

ROE (Return on Equity): The amount of net income returned as a percentage of shareholders’ equity. Return on equity measures a corporation’s profitability by revealing how much profit a company generates with the money shareholders have invested. ROIC (Return on Invested Capital): A calculation used to assess a company’s efficiency at allocating the capital under its control to profitable investments. The return on invested capital measure gives a sense of how well a company is using its money to generate returns.

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