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KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”
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KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
November 13, 2017
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”

The Small Cap Quality Select strategy was ranked #1 in the U.S. Stock and Small Growth categories for the trailing one-year ending 9/30/17.

The Small Cap Sustainable Growth strategy was ranked #4 in the Small Growth category for the trailing one year and #3 for the trailing five years and ranked #8 in the U.S. Stock category for the trailing one year and #10 in the U.S. Stock category for the trailing five years.

Links to the article and rankings are below:
http://www.pionline.com/article/20171113/ONLINE/171119956/small-cap-strategies-continue-win-streak-in-latest-quarter

http://www.pionline.com/article/20171113/INTERACTIVE/309309976/top-performing-managers-by-category-separate-accounts-3rd-quarter-2017/W

Chris Armbruster Quoted in Bloomberg News
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”
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Chris Armbruster Quoted in Bloomberg News
October 19, 2017
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”

“The nebulous headline risk of potential regulation that may or may not be impactful is not enough to move us off a tremendous fundamental growth story,” said Chris Armbruster, an analyst at investment firm Kayne Anderson Rudnick, which oversees more than $15 billion. The firm owns shares of Facebook, Amazon and Google. “Their businesses are tremendously strong, even at the scale they’re operating.”

A link to the full article can be found here:
https://www.bloomberg.com/news/articles/2017-10-19/tech-rally-persists-as-growth-forecasts-outweigh-crackdown-risk

Doug Foreman Quoted in U.S. News & World Report
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”
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Doug Foreman Quoted in U.S. News & World Report
October 19, 2017
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”

Japan and emerging markets are also doing better this year, says Doug Foreman, chief investment officer and a portfolio manager at Los Angeles-based Kayne Anderson Rudnick Investment Management. Even though the dollar is weaker now, it could soften further. “The dollar could get maybe 20 percent weaker, and it would really just be back to where it was a couple of years ago when the rest of the world wasn’t growing and we were,” Foreman says

A link to the full article can be found here:
https://money.usnews.com/investing/investing-101/articles/2017-10-19/will-the-falling-dollar-hurt-stocks

Doug Foreman Quoted on CNBC.com
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
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Doug Foreman Quoted on CNBC.com
October 6, 2017
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
New Interview with Bloomberg Radio Syndicated to Several Radio Stations
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Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
September 11, 2017
New Interview with Bloomberg Radio Syndicated to Several Radio Stations

In an interview appearing on syndicated Bloomberg radio, KAR CIO Doug Foreman offered insight on why stocks have been gaining since last year. (Clip courtesy of Bloomberg)

Doug Foreman featured on Bloomberg syndicated radio

 

Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements
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Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
September 5, 2017
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements

KAR Executive Managing Director Steve Rigali was recently quoted in a Wall Street Journal article, discussing the impact the Amazon-Whole Foods deal is having on food retailers. The quote appears in several publications.

http://www.foxbusiness.com/features/2017/08/25/u-s-stocks-rise-notch-weekly-gains0.html

 

 

Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance
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Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
August 30, 2017
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance

In an article appearing in Barron’s, KAR Portfolio Manager Todd Beiley discusses the KAR Small-Cap Growth strategy and the factors behind its performance.

http://www.barrons.com/articles/small-caps-big-growth-1501906463

Chris Armbruster Quoted in U.S. News & World Report
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms
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Chris Armbruster Quoted in U.S. News & World Report
August 24, 2017
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms

KAR Research Analyst Chris Armbruster was recently quoted in an U.S. News & World Report article titled “Investors May Want to Nibble on the Prepared Meals Trend,” where he discussed the use of mobile and digital applications by restaurant operators.
A link to the full article can be found here:

https://money.usnews.com/investing/buy-and-hold-strategy/articles/2017-08-16/investors-may-want-to-nibble-on-the-prepared-meals-trend

Doug Foreman Discusses Corporate Earnings in WSJ
KAR CIO Quoted on the Importance of Earnings to Market Index Performance
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Doug Foreman Discusses Corporate Earnings in WSJ
August 24, 2017
KAR CIO Quoted on the Importance of Earnings to Market Index Performance

KAR CIO Doug Foreman is quoted in a recent article in The Wall Street Journal about the improvement in corporate profitability and earnings growth.

A link to the full article can be found here:  https://www.wsj.com/articles/global-stocks-rise-as-north-korea-pulls-back-threats-1502764693?mod=e2tw

KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.
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KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.

KAR’s Mid Cap Core strategy received a five-star Top Gun ranking for the Mid Cap Universe by Informa Investment Solutions’ PSN manager database. To achieve a five-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period ending March 31, 2017 become the Five-Star Top Guns.

KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.
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KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.

KAR’s International Small Cap strategy received a four-star Top Gun ranking for the International Equity Universe by Informa Investment Solutions’ PSN manager database. To achieve a four-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. The top ten performers for the latest three-year period ending March 31, 2017 become the Four-Star Top Guns.

Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays
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Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
May 26, 2017
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays

KAR CIO Doug Foreman, a U.S. Navy veteran, was among the financial professionals recognized in ThinkAdvisor’s “Advisors Who Serve(d)” slideshow, which honors military veterans who are also financial advisors.

You can see Doug’s profile and all of the veterans that are featured here:

http://www.thinkadvisor.com/2017/05/26/honoring-advisors-who-served-memorial-day-2017?page=12&slreturn=1499705345

Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category
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Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
May 03, 2017
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category

KAR was named a “SMA Manager of the Year” in the U.S. Small Cap Equity category for its Small Cap Sustainable Growth strategy by Investment Advisor magazine and Envestnet | PMC. To determine the winners, Envestnet analysts identified outstanding managers in the separately managed account space, evaluating both qualitative and quantitative criteria, including investment process and style, performance, firm profile, customer service and tax efficiency.

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Doug Foreman Discusses Capex in CBS Money Watch
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.
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Doug Foreman Discusses Capex in CBS Money Watch
April 19, 2017
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.

“Companies need less capex these days,” said Doug Foreman, chief investment officer of Kayne Anderson Rudnik, a Los Angeles investment manager. “The U.S. is more based on intellectual capital. Facebook needs little capex.”

A link to the full article can be found here:

http://www.cbsnews.com/news/overseas-corporate-cash-no-job-growth/

Doug Foreman Discusses Big Stocks in The Wall Street Journal
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.
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Doug Foreman Discusses Big Stocks in The Wall Street Journal
Investors Follow the Herd as 10 Big Stocks Power Market’s Gains
April 17, 2017
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.

Doug Foreman was quoted in today’s Wall St. Journal in the article “Just 10 Stocks Fuel Half of S&P’s Gains” in the Markets section. The article focuses on the fact that gains in a handful of stocks, mostly technology and internet, are responsible for 52.5% of the S&P 500’s advance in 2017 through this past Wednesday. Apple, Facebook and Amazon by themselves account for nearly a third of the increase.

“If these businesses keep growing then the stocks are going to keep going,” said Doug Foreman, chief investment officer and portfolio manager at Kayne Anderson Rudnick, which owns shares of Netflix Inc., Amazon and Facebook.

“All of these stocks are priced to grow and until they stop growing they will support their valuations,” said Mr. Foreman.

If you have a subscription to the online version of the Wall St. Journal, you can find the article here:

https://www.wsj.com/articles/investors-follow-the-herd-as-10-big-stocks-power-markets-gains-1492469729

KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.
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KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
PSN Top Guns
February 27, 2017
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.

KAR named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core strategies. This is the second year in a row for the Small Cap Core strategy. To be named a manager of the decade, the strategy must have returns greater than the style benchmark for the 10-year period ending December 31, 2016. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
Traders are betting that the ‘great rotation’ into stocks has arrived
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KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
MarketWatch
November 15, 2016
Traders are betting that the ‘great rotation’ into stocks has arrived

In the article, Mr. Foreman discusses the potential for a “great rotation” from bonds into stocks in the wake of Donald Trump’s presidential election. Read

Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
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Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments
November 14, 2016
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year

Kayne Anderson Rudnick’s Small Cap Sustainable Growth strategy was recently ranked #1 for the trailing one year ending September 30, 2016 by Pensions & Investments.

The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
Investing in high-quality businesses with sustainable competitive advantages.
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The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
The Wall Street Transcript
November 4, 2016
Investing in high-quality businesses with sustainable competitive advantages.

Jon Christensen, Portfolio Manager and Senior Research Analyst, discusses KAR’s Small Cap Sustainable Growth Strategy and the firm’s focus on high-quality businesses with sustainable competitive advantages.

KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
Here are 4 ways a steeper yield curve could drive other financial markets
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KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
MarketWatch
November 1, 2016
Here are 4 ways a steeper yield curve could drive other financial markets

Doug Foreman, Chief Investment Officer, is quoted in the article “Here are 4 ways a steeper yield curve could drive other financial markets” by Joe Adinolfi featured on MarketWatch.com. The article discusses the change in debt yields, and its potential impact on financial markets. Mr. Foreman gives his thoughts on the yield curve for bank stocks. Read

PSN Name KAR's SCQV Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.
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PSN Name KAR's SCQV Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Quality Value strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Ranks KAR's SCSG Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.
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PSN Ranks KAR's SCSG Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Sustainable Growth strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Ranks KAR's MCC Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.
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PSN Ranks KAR's MCC Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Mid Cap Core strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN names KAR's Small Cap Core strategy Manager of the Decade.
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PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN Top Guns
December 31, 2015
PSN names KAR's Small Cap Core strategy Manager of the Decade.

Plan Sponsor Network named KAR’s Small Cap Core strategy as Manager of the Decade. To be named a manager of the decade, the strategy has to be a top ten performer in the Small Cap Core universe for the 10 year period ending 12/31/15. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

 

PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.
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PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN Top Guns
December 31, 2015
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.

Plan Sponsor Network names our Small-Mid Cap Quality Value strategy as a Bear and Bull Master for the three-year period ending December 31, 2015. In order to earn this designation, the strategy must have an upside capture ratio over 100 and a downside capture ratio less than 100. The top 10 ratios of Upside Capture Ratio over Downside Capture Ratio becomes a Bear and Bull Master.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.
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PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN Top Guns
December 31, 2015
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.

Plan Sponsor Network ranked our Mid Cap Core strategy as a 5-star Top Gun which indicates a top 10 ranking in the Mid Cap Core universe for the five years ending 12/31/15.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.
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InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews Best Practices Award
February 23, 2015
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.

InvestmentNews gives KAR its “Best Practices Award” highlighting our business’ diversified services business model. The article also highlights our firm’s roots in investment management.

Press Release
Title here
September 15, 2015
Original Title here
Authors here
Excerpt here

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