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KAR CIO Podcast: Post-Election Reflections, Equity Outlook

Doug Foreman

Doug Foreman, CFA
Chief Investment Officer and Portfolio Manager
Kayne Anderson Rudnick

KAR CIO Doug Foreman, CFA, talks with Joe Terranova, Virtus’ chief market strategist, about the implications of a COVID-19 vaccine and the U.S. presidential election on equity markets, as well as other topics of interest to investors.

Topics covered in their conversation:

  • Does the recent rally in value stocks on positive vaccine news signify that we are on the verge of a rotation from growth into value?
  • Expectations for the economic landscape in the wake of the U.S. election, and what that means for KAR’s high-quality portfolios
  • How KAR is managing risk in its portfolios and why fundamentals mean more than valuations
  • The importance of active, quality investing and why it’s important to be selective, and know what you own in your portfolio

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