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Podcast Series: Managing KAR Portfolios During Volatility

Kayne Anderson Rudnick portfolio managers discuss the impact of the COVID-19 pandemic on the economy, markets, and businesses, how they are navigating their portfolios through the volatility, and their expectations for recovery going forward. Recorded in early April. 

John Christensen

A Review of the KAR Small-Cap Core Strategy

Jon Christensen, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (11:44)

Todd Beiley

A Review of the KAR Small-Cap Growth Strategy

Todd Beiley, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (4:42)

Craig Stone

A Review of the KAR Small-Cap Value Strategy

Craig Stone
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (6:49)

John Christensen

A Review of the KAR Mid-Cap Core Strategy

Jon Christensen, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (9:36)

Chris Armbruster

A Review of the KAR Mid-Cap Growth Strategy

Chris Armbruster, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (9:04)

John Christensen

A Review of the KAR Small-Mid Cap Core Strategy

Jon Christensen, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (11:54)

Craig Thrasher

A Review of the KAR International Small-Cap Strategy

Craig Thrasher, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (11:04)

Chris Wright

A Review of the KAR Long/Short Strategy

Chris Wright, CFA
Portfolio Manager and Senior Research Analyst
Kayne Anderson Rudnick

Listen Now (4:46)

Investment Partner

The commentary is the opinion of the subadviser. This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities.

IMPORTANT RISK CONSIDERATIONS

Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Limited Number of Investments: Because the fund has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a less concentrated fund. Market Volatility: Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issue, recessions, or other events could have a significant impact on the fund and its investments, including hampering the ability of the fund’s portfolio manager(s) to invest the fund’s assets as intended. Non-Diversified: The fund is non-diversified and may be more susceptible to factors negatively impacting its holdings to the extent that each security represents a larger portion of the fund’s assets. Foreign & Emerging Markets: Investing internationally, especially in emerging markets, involves additional risks such as currency, political, accounting, economic, and market risk. Short Sales: The fund may engage in short sales, and may experience a loss if the price of a borrowed security increases before the date on which the fund replaces the security. Counterparties: There is risk that a party upon whom the fund relies to complete a transaction will default. Prospectus: For additional information on risks, please see the fund’s prospectus.

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