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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