Positioning for AI’s Next Phase of Value Creation (Episode #318: LCG Review of Q2 2026)

Positioning for AI’s Next Phase of Value Creation (Episode #318: LCG Review of Q2 2026)

In episode 318 of KayneCast, Chris Armbruster, Portfolio Manager of Kayne Anderson Rudnick’s Large Cap Growth strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Large Cap Growth Portfolio in the second quarter of 2026.

Quality at a Discount (Episode #317: ISC Review of Q2 2026)

In episode 317 of KayneCast, Hyung Kim, 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 second quarter of 2026.

Shifting Circuits Across AI Market Leadership (Episode #316: Market Review of Q2 2026)

In episode 316 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 2026, and the firm's outlook for the rest of the year.

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.

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.