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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 Professional

Douglas S. Foreman, CFA

Chief Investment Officer

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

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Marketing Materials

KAR Small-Mid Cap Sustainable Growth Portfolio Fact Sheet

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 fund has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a less concentrated fund. 

Industry/Sector Concentration: A fund that focuses its investments in a particular industry or sector will be more sensitive to conditions that affect that industry or sector than a non-concentrated fund.