The Case for Quality

Kayne Anderson Rudnick
As long-term investors, we believe high-quality companies outperform over time and are an important ballast for any investment portfolio given their financial stability across varying macroeconomic environments. Read this paper to learn more.

The Case for a Concentrated Portfolio

Kayne Anderson Rudnick
Using historical data, this paper illustrates how a concentrated investment portfolio can serve as an effective component of a well-executed asset allocation strategy.

Market Review & Outlook Call with KAR CIO and Joe Terranova

Kayne Anderson Rudnick
Market review and outlook Q&A with Kayne Anderson Rudnick CIO Doug Foreman, CFA, and Virtus’ Chief Market Strategist Joe Terranova.

Kayne Small and Mid-Cap Funds Cited for Performance

Kayne Anderson Rudnick

Q3 Review: Small Cap Core Portfolio [Podcast]

Jon K. Christensen, CFA, Portfolio Manager, Kayne Anderson Rudnick
A summary of the Small Cap Core strategy's performance in the third quarter of 2016.

Past performance is not a guarantee of future results.

Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.