Julie Biel, CFA, portfolio manager and senior research analyst at Kayne Anderson Rudnick, discusses high-quality mid-cap companies that offer long-term opportunities for growth, including vertical software and other themes that KAR finds attractive. Companies discussed: SiteOne Landscape Supply, HealthEquity, Five9 Software, and Old Dominion Freight Line.
Recorded January 21, 2021
The comments expressed are the opinion of Kayne Anderson Rudnick. This material has been prepared using sources of information generally believed to be reliable; however, accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities.
Companies mentioned may or may not represent holdings in funds managed by Kayne Anderson Rudnick.