KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy ...
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Conflicting Data Adds More Noise Than Signal (Episode #255: Market Review of Q2 2024)
11:45
11:45
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11:45
In episode 255 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the second quarter of 2024, and the firm's outlook for the rest of the year.By Kayne Anderson Rudnick Investment Management
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Valuation Matters (Episode #254: ISC Review of Q1 2024)
13:48
13:48
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13:48
In episode 254 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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The Powell Pivott (Episode #253: MCG Review of Q1 2024)
11:09
11:09
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11:09
In episode 253 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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Magnificent Seven or Fab Four? (Episode #252: MCC Review of Q1 2024)
8:23
8:23
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8:23
In episode 252 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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1
Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)
10:46
10:46
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10:46
In episode 251 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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1
When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)
6:05
6:05
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6:05
In episode 250 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)
10:34
10:34
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10:34
In episode 249 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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Positive Sentiment for Small Caps Spills Over into Q1 2024 (Episode #248: SCC Review of Q1 2024)
9:17
9:17
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9:17
In episode 248 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the first quarter of 2024.By Kayne Anderson Rudnick Investment Management
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1
Strength in the Equity Markets Continues (Episode #247: Market Review of Q1 2024)
18:36
18:36
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18:36
In episode 247 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2024, and the firm's outlook for the rest of the year.By Kayne Anderson Rudnick Investment Management
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1
Tech Stocks and Financial Sector Deliver a Strong Quarter (Episode #246: GDY Review of Q4 2023)
8:12
8:12
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8:12
In episode 246 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Recession Fears Eased in 2023 (Episode #245: ISC Review of Q4 2023)
9:06
9:06
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9:06
In episode 245 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Poised for Reaccelerated Growth in 2024? (Episode #244: MCG Review of Q4 2023)
10:03
10:03
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10:03
In episode 244 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
2023 Favored Low Quality (Episode #243: MCC Review of Q4 2023)
8:25
8:25
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8:25
In episode 243 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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Small Caps Recover in 2023 (Episode #242: SCC Review of Q4 2023)
8:20
8:20
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8:20
In episode 242 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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Prospects of Rate Hike Stability Sparks Market Rally (Episode #241: SMID Review of Q4 2023)
12:26
12:26
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12:26
In episode 241 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Growing Investor Confidence in Stable Interest Rates (Episode #240: SCQV Review of Q4 2023)
13:41
13:41
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13:41
In episode 240 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Equity Markets End 2023 Strong (Episode #239: Market Review of Q4 2023)
12:37
12:37
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12:37
In episode 239 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2023, and the firm's outlook for the rest of the year.By Kayne Anderson Rudnick Investment Management
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1
Q3 International Markets Rocked by Rising Interest Rates (Episode #238: ISC Review of Q3 2023)
7:25
7:25
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7:25
In episode 238 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Cyclical Stocks Thrive in a Difficult Market (Episode #237: GDY Review of Q3 2023)
6:46
6:46
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6:46
In episode 237 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
The Mid Cap See-saw: YTD Ups and Downs (Episode #236: MCC Review of Q3 2023)
8:02
8:02
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8:02
In episode 236 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Swings in Small Cap Equity (Episode #235: SCC Review of Q3 2023)
8:49
8:49
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8:49
In episode 235 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Oil and Energy Dominate Q3 (Episode #234: SMID Review of Q3 2023)
10:12
10:12
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10:12
In episode 234 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Elevated Inflation Rates Impact Consumer Spending (Episode #233: SCQV Review of Q3 2023)
11:24
11:24
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11:24
In episode 233 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Growth Stocks Take a Breather in Q3 (Episode #232: MCG Review of Q3 2023)
10:43
10:43
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10:43
In episode 232 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the third quarter of 2023.By Kayne Anderson Rudnick Investment Management
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1
Equity Markets Pullback in Q3 2023 (Episode #231: Market Review of Q3 2023)
10:43
10:43
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10:43
In episode 231 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2023, and the firm's outlook for the rest of the year.By Kayne Anderson Rudnick Investment Management
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