KAR Mid Cap Sustainable Growth SMA

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KAR Mid Cap Sustainable Growth SMA

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Portfolio Overview

Investment Objective

  • To generate attractive risk-adjusted long-term returns by investing in the stocks of U.S. mid-cap growth companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories
  • To identify businesses differentiated by above-average returns on capital and the potential to disrupt the business landscape and exceed investor expectations

Investment Philosophy

We believe that purchasing high-quality businesses with competitive protections at attractive valuations will achieve excess returns over a complete market cycle.

Investment Partner

Kayne Anderson Rudnick Investment Management, LLC

Kayne Anderson Rudnick believes that superior risk-adjusted returns may be achieved through investment in high-quality companies with market dominance, excellent management, financial strength, and consistent growth, purchased at reasonable prices.


Learn more about Kayne Anderson Rudnick Investment Management, LLC

Investment Professionals

Doug Foreman

Douglas S. Foreman, CFA

Co-Chief Investment Officer, Portfolio Manager

Industry start date: 1986
Start date as fund Portfolio Manager: 2012

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Image - Photo - Chris Armbruster

Chris Armbruster, CFA

Portfolio Manager and Senior Research Analyst

Industry start date: 2004
Start date as fund Portfolio Manager: 2012

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Noran Eid

Noran Eid, CFA

Portfolio Manager and Senior Research Analyst

Industry start date: 2006
Start date as fund Portfolio Manager: 2023

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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, medium, or large-sized companies may enhance that risk.
Technology Concentration: Because the portfolio is presently heavily weighted in the technology sector, it will be impacted by that sector's performance more than a portfolio with broader sector diversification.
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 portfolio with a greater number of securities.
Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended.