Can Earnings Keep Up? (Episode #323: MCG Review of Q2 2026)

Can Earnings Keep Up? (Episode #323: MCG Review of Q2 2026)

In episode 323 of KayneCast, Noran Eid, 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 second quarter of 2026.

Following the AI Money Trail (Episode #322: SMID Review of Q2 2026)

In episode 322 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 second quarter of 2026.

Waiting for the Flight to Safety (Episode #321: SCQV Review of Q2 2026)

In episode 321 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 second quarter of 2026.

Holding the Line on Quality (Episode #320: SCC Review of Q2 2026)

In episode 320 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 second quarter of 2026.

Looking Beyond Market Momentum (Episode #319: MCC Review of Q2 2026)

In episode 319 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 second quarter of 2026.