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Quality Investing: Standing the Test of Time

High-quality stocks can add ballast to an investment portfolio, providing stabilizing support and growth potential that historically has stood up to varying market environments over time.

Quality Counts - Accent - Square

Quality Counts: Investing in High-Quality Equities Over the Long Term

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As history shows, a quality-focused portfolio tends to perform well over time—but not all the time.

Explore Our Educational Materials

Accent - Tunnel - Square

The End of Irrationality: A Healthy Narrative Will Drive Global Markets Into 2023

Vontobel Quality Growth Boutique’s investment team shares their 2023 outlook for global equities. Without the tailwind of easy money, the next decade will be a departure from the past. Given expectations that the majority of U.S. interest rate hikes have already occurred, stock performance should be more closely tied to earnings, marking a healthy dynamic.

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Accent - Highways - Square

Structural Drivers Underlie Emerging Markets' Growth

Vontobel Quality Growth Boutique’s investment team believes structural themes will underlie opportunities in emerging market equities in 2023. While broader emerging markets have declined mainly due to idiosyncratic risks, they have shown resiliency in terms of growth and currency strength, are well positioned for future growth potential, and valued at historical lows compared to developed markets. 

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Vontobel logo Article Accent and Twitter

Why 'Home Bias' is Shortsighted

In today’s global economy, thriving companies aren’t bound by geography—not in where they are headquartered nor from where they derive their income. Vontobel Asset Management discusses why investing beyond one’s own borders may benefit performance over the longer run. Also includes a brief discussion of the Virtus Vontobel Global Opportunities Fund.

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Accent Square_ Value Comeback

As Value Stages a Comeback, Emphasize Quality

Historically, higher-quality stocks have outperformed lower-quality stocks over multi-year periods, reinforcing the need to pursue value strategies that emphasize quality as part of their investment process.

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Doug Foreman

Why Quality Matters, Especially Now

KAR CIO Doug Foreman, CFA, discusses how quality companies offer sustainable competitive advantages amid the current market environment marked by rising inflation and recession concerns.

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Vontobel Asset Management, Inc. Logo 480x320 Transparent

Reasons for Optimism in Non-U.S. Equities

With market sentiment firmly shifted to pessimism, the current environment presents an opportunity for U.S. investors to consider diversifying their portfolios with international equities.

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Product-Specific Content

Jon Christensen

Q4 KAR Mid-Cap Core Portfolio Review Podcast

Jon Christensen, CFA, portfolio manager of the KAR Mid-Cap Core strategy, discusses 2022 and fourth quarter market performance, key stock contributors and detractors in the portfolio, and considerations that he and the investment team will be focusing on in the first quarter of 2023.

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Q4 SGA Market Review & Outlook

Inflation showed signs that it may have peaked in the fourth quarter, sparking broad rallies across stock and bond markets globally.

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Q4 Vontobel Market Review & Outlook – Global Equities

The Vontobel Quality Growth Boutique reviews Q4 performance of global equity markets and key themes, including the healthy U.S. consumer, Europe’s energy challenges, emerging market opportunities, and the case for investing in quality companies with sustainable, predictable earnings growth at reasonable valuations.

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z - Cover Image: Taking the Long View

Taking the Long View: Virtus KAR International Small-Mid Cap Fund

Outperformance over time doesn’t mean outperformance all the time. We believe investors must accept inevitable periods of underperformance in the short run to outpace the market in the long run

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z - Cover Image: The Quiet Power of Quality: Small-Cap Investing with KAR

The Quiet Power of Quality: Small-Cap Investing with KAR

Since 1984, Kayne Anderson Rudnick (KAR) has been committed to investing in high-quality companies, with a strong history of results in the small-cap space—a testament to the quiet power of quality over time.

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Kayne Anderson Rudnick Investment Management, LLC (KAR) Logo 960x600 Transparent Primary

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

Quality businesses have an unmistakable profile: durable earnings growth, high return on capital, strong balance sheets and cash flows, and management acumen at maintaining a competitive advantage. These attributes sound attractive, but do they really make a difference? Kayne Anderson Rudnick (KAR) believes they do. Updated with 9/30/2022 data.

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Jon Christensen

Q3 KAR Mid-Cap Core Portfolio Review Podcast

Jon Christensen, CFA, portfolio manager and senior research analyst with Kayne Anderson Rudnick, discusses Q3 market performance, key stock contributors and detractors in the KAR Mid-Cap Core strategy, and investment considerations that he'll be focusing on in Q4.

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