NFJ Investment Group CIO John Mowrey discusses mid-cap stocks and NFJ’s value approach to mid-cap investing with Virtus Chief Market Strategist Joe Terranova.
Adding a mid-cap allocation to a portfolio may improve performance and mitigate risk over time.
FA Magazine Article: Displaying Mid-Cap Mojo
This article published in FA Magazine features insights from KAR portfolio manager Jon Christensen on mid-cap stocks, KAR’s quality investment approach, and the Virtus KAR Mid-Cap Core Fund.
.jpg)
Mid-Caps at the Center of Attention – A Core Component of a Diversified Portfolio
Mid-cap stocks have historically outperformed large- and small-cap stocks over the long run and with less risk than small caps. Investors lacking mid-cap exposure may be missing out on the diversification potential of a key segment. This paper explores this investment opportunity and includes a discussion about the Virtus KAR Mid-Cap Core Fund, managed by Kayne Anderson Rudnick.
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. Data as of September 30, 2023.
Q3 KAR Mid-Cap Core Portfolio Review Podcast
Kayne Anderson Rudnick portfolio manager and senior research analyst Jon Christensen, CFA, discusses mid-cap equity performance in the third quarter, the largest stock contributors and detractors in the KAR Mid-Cap Core strategy, and portfolio positioning in the current environment.
Q3 KAR Small-Mid Cap Core Portfolio Review Podcast
Kayne Anderson Rudnick portfolio manager and senior research analyst Julie Kutasov reviews third quarter performance of the small- and mid-cap equity markets, the largest contributors and detractors in the KAR Small-Mid Cap Core strategy, and portfolio positioning going into the fourth quarter.
Q3 Portfolio Review Podcast: KAR Mid-Cap Growth
Kayne Anderson Rudnick portfolio manager and senior research analyst Chris Armbruster, CFA, discusses the performance of mid-cap growth equities in the third quarter, the top contributors and detractors in the KAR Mid-Cap Growth strategy, and how the portfolio is positioned going into the last quarter of the year.
Mid-Caps and SMID Caps: An Overlooked Opportunity
This video Q&A with NFJ Investment Group CIO John Mowrey and Kayne Anderson Rudnick Portfolio Manager Craig Stone takes a closer look at the mid- and small-mid (“SMID”) cap equity segments – why they are often overlooked by investors, their diversifying roles in an equity portfolio, and the growth opportunity that quality mid- and SMID-cap stocks represent in the current market environment. Recorded May 16, 2023.
Investors seeking mid-cap exposure can choose from dedicated mid-cap solutions, as well as solutions that offer exposure to both small- and mid-cap ("SMID-cap") stocks. Virtus offers mid- and SMID-cap solutions from four time-tested managers.
Investors should carefully consider the investment objectives, risks, charges and expenses of any Virtus Mutual Fund before investing. The prospectus and summary prospectus contains this and other information about the fund. Please contact your financial representative, call 1-800-243-4361 to obtain a current prospectus and/or summary prospectus. You should read the prospectus and/or summary prospectus carefully before you invest or send money.