KayneCast: Kayne Anderson Rudnick’s Podcast Channel

Podcast af Kayne Anderson Rudnick Investment Management

engelsk

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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 and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.

Alle episoder

331 episoder

AI Fear and Factor Rotations Collide (Episode #315: MCG Review of Q1 2026)

In episode 315 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 first quarter of 2026.

7. maj 2026 - 13 min

Sell Now – Ask Questions Later (Episode #314: MCC Review of Q1 2026)

In episode 314 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 2026.

5. maj 2026 - 12 min

Navigating Volatility Without Chasing Energy (Episode #313: SCC Review of Q1 2026)

In episode 313 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 2026.

1. maj 2026 - 12 min

Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026)

In episode 312 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 2026.

30. apr. 2026 - 15 min

Volatility Up, Quality Still Central (Episode #311: SMID Review of Q1 2026)

In episode 311 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 2026.

29. apr. 2026 - 17 min

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