KAR Small-Mid Cap Quality Value SMA

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KAR Small-Mid Cap Quality Value 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. small- and mid-cap value 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

Julie Kutasov

Julie Kutasov

Portfolio Manager and Senior Research Analyst

Industry start date: 2001
Start date as fund Portfolio Manager: 2008

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Craig Stone

Craig Stone

Co-Chief Investment Officer, Portfolio Manager and Senior Research Analyst

Industry start date: 1989
Start date as fund Portfolio Manager: 2008

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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.
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.