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Thinking Beyond the Benchmark: KAR Small-Mid Cap Core SMA Portfolio

Risk Considerations: 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. Limited Number of Investments: Because the portfolio has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a less concentrated portfolio. 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 portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio’s assets as intended.

This material is deemed supplemental and complements the performance and disclosure at the end of the KAR Small-Mid Cap Core SMA Portfolio presentation.

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