KAR Small-Mid Cap Core SMA
KAR Small-Mid Cap Core SMA
Resources
Investment Objective
- To generate attractive risk-adjusted long-term returns by investing in the stocks of U.S. small- and mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories
- To identify businesses that are differentiated by above-average returns on capital trading at attractive valuations
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
Craig Stone
Co-Chief Investment Officer, Portfolio Manager and Senior Research Analyst
Industry start date: 1989
Start date as fund Portfolio Manager: 1992
Jon Christensen, CFA
Portfolio Manager and Senior Research Analyst
Industry start date: 1995
Start date as fund Portfolio Manager: 1992
Julie Kutasov
Portfolio Manager and Senior Research Analyst
Industry start date: 2001
Start date as fund Portfolio Manager: 1992