KAR Small-Mid Cap Sustainable Growth SMA

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KAR Small-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. small- and mid-cap growth 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

Image - Julie Biel - 400x400

Julie Biel, CFA

Portfolio Manager and Senior Research Analyst

Industry start date: 2004

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Chris Wright

Chris Wright, CFA

Portfolio Manager and Senior Research Analyst

Industry start date: 2012

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Marketing Materials

KAR Small-Mid Cap Sustainable Growth SMA Portfolio Fact Sheet
KAR Market Review & Outlook

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 or medium-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. Price changes may be short- or long-term. Local, regional or global events such as war or military conflict (e.g., Russia’s invasion of Ukraine), acts of terrorism, the spread of infectious illness (e.g., COVID-19 pandemic) or other public health issue, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio's manager(s) to invest the portfolio's assets as intended.