KAR Small Cap Sustainable Growth SMA

Todd Beiley is head of research, portfolio manager, and senior research analyst at Kayne Anderson Rudnick Investment Management, an investment management affiliate of Virtus Investment Partners. He has primary research responsibilities for the small- and mid-cap insurance industry. As head of research, Mr. Beiley leads the firm’s research process and oversees the team of equity research analysts.

Before joining Kayne Anderson Rudnick in 2002, Mr. Beiley worked as an associate analyst in equity research at Prudential Securities. Prior to that assignment, he was an equity research associate at RNC Capital Management.

Mr. Beiley earned a B.S. in finance from Northern Arizona University and an M.B.A. from the University of Southern California. He is a CFA® charterholder and has been working in the investment industry since 1999.

Jon Christensen is a portfolio manager and senior research analyst at Kayne Anderson Rudnick Investment Management, an investment management affiliate of Virtus Investment Partners. He has primary research responsibilities for the small- and mid-cap health care and industrials sectors.

Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a portfolio manager and senior research analyst for Doheny Asset Management.

Mr. Christensen earned a B.S. in mathematics/applied science from the University of California, Los Angeles, and an M.B.A. from California State University, Long Beach. He is a Chartered Financial Analyst® (CFA®) charterholder. He began working in the investment industry in 1995.