Overview
Investing in Quality

What We Do

We are an investment firm, providing investment management and wealth advisory solutions to institutions, financial intermediaries and high-net-worth individuals.

Investment Management

We build high-conviction portfolios of quality companies. We employ rigorous research and have a long-term focus.
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Wealth Management

We provide customized solutions and a full range of services to our clients to help them achieve their specific financial goals.
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Listen: Small Cap Core Portfolio Third Quarter 2017 Review
KayneCast 54
By Jon Christensen, CFA Portfolio Manager & Senior Research Analyst
At a Glance
* As of September 30, 2017
What We Believe
Do the right thing

A frequently used phrase by one of our founders, Mr. John Anderson, it is a mantra that sums up our commitment to maintain the highest level of integrity and honesty in our approach to our work, our colleagues and, most importantly, our clients.

Clients come first

Our success depends on the trust and confidence our clients have in us. We take the time to understand their needs and expectations, and we put that front and center.

People are important

It is important that we show respect and regard for all people at all levels. We celebrate diversity, inclusiveness and empowerment. We encourage our team to continue learning, develop professionally and pursue their passions inside and outside of work.

Ask more questions

Analysis is by far the most important part of what we do. Our goal is to truly understand our clients, and the companies and strategies in which we invest. We do this by asking questions: To them, to ourselves and to each other.

Open and honest Communication

Asking more questions only works when there is open and honest communication. It is the key to effective collaboration and better decision making.