About Us: News & Awards

Read the latest news about KAR.

KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors
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KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
Barron's Top Advisors in Califronia
March 14, 2017
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states. Kayne Anderson Rudnick was ranked in the top 10 in California for the fourth straight year.

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 Named One of the Top Fee-Only RIAs
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.
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KAR Named One of the Top Fee-Only RIAs
InvestmentNews - Western RIA Success Stories
December 05, 2016
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.

In its 2016 Western RIA Success Stories, InvestmentNews ranked Kayne Anderson Rudnick #6 in its list of top western fee-only RIAs. The ranking is based on total assets under management.

 

 

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.

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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Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
MarketWatch
November 01, 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

The Wall Street Journal Names Three of KAR's Mutual Funds Category Kings
The Wall Street Journal named KAR's Small Cap Sustainable Growth, Mid Cap Sustainable Growth, and Mid Cap Core mutual funds Category Kings for the one-year period ending September 30, 2016.
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The Wall Street Journal Names Three of KAR's Mutual Funds Category Kings
Category Kings
October 10, 2016
The Wall Street Journal named KAR's Small Cap Sustainable Growth, Mid Cap Sustainable Growth, and Mid Cap Core mutual funds Category Kings for the one-year period ending September 30, 2016.

The Wall Street Journal named KAR’s Small Cap Sustainable Growth, Mid Cap Sustainable Growth, and Mid Cap Core mutual funds Category Kings for the one-year period ending September 30, 2016. A Category King includes the top-performing funds in 22 different categories.

The Mid Cap Sustainable Growth and Mid Cap Core funds were ranked in the mid cap growth category and were ranked #4 and #7, respectively, out of 401 funds.

The Small Cap Sustainable Growth fund was ranked in the small cap growth category and was ranked #1 out of 561 funds.

Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors
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Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Top 100 Independent Advisors Ranking
September 13, 2016
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors

Kayne Anderson Rudnick was recently ranked #3 on Barron’s 2016 list of “Top 100 Independent Financial Advisors.” This recognition makes it 4 years in a row that KAR has been highlighted among the Top 10 in the country by Barron’s. To be considered for inclusion, wealth advisors were required to complete an extensive questionnaire regarding their advisory practice. The editors at Barron’s then focused on the overall quality of the practice, employing a proprietary formula to screen and rank the pool of candidates. This is the tenth annual ranking by Barron’s, and we believe the prominent inclusion of our firm reflects not only the recent growth of our business but also our continued focus on delivering outstanding service, high-quality investment strategies, and superior wealth management solutions to our clients.

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.

San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
The San Francisco Business Times ranks KAR #16 on its annual listing of the largest wealth management firms in the Bay Area.
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San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
San Francisco Business Times
June 24, 2016
The San Francisco Business Times ranks KAR #16 on its annual listing of the largest wealth management firms in the Bay Area.

The San Francisco Business Times ranks KAR #16 on its annual listing of largest wealth management firms in the Bay Area. The listing is ranked by local assets under management for individual client accounts.

InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.
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InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
Investment News Top 25 Fee-Only RIAs
June 06, 2016
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.

In its 2016 annual RIA Rundown, InvestmentNews ranked Kayne Anderson Rudnick #17 in its top-25 list of fee-only RIAs. The ranking is based on total assets under management.

WSJ Ranks KAR's Strategies Among Category Kings
The Wall St. Journal ranks KAR's strategies among its "Category Kings," or the top-performing funds ranked for one-year performance through the first quarter of 2016.
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WSJ Ranks KAR's Strategies Among Category Kings
WSJ Category Kings
May 23, 2016
The Wall St. Journal ranks KAR's strategies among its "Category Kings," or the top-performing funds ranked for one-year performance through the first quarter of 2016.

The Wall Street Journal has again included Kayne Anderson Rudnick investment strategies among its “Category Kings,” or the top-performing funds ranked for one-year performance through the first quarter of 2016. Our Small Cap Sustainable Growth and Small Cap Core strategies took second and sixth place, respectively, out of 547 funds in the “Small Cap Growth” category. In the “Mid Cap Growth” category, our Mid Cap Core strategy was ranked at number eight in a universe of 393 funds.  WSJ Category Kings Ranking

Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.
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Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's Top Advisors in California
March 09, 2016
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states, Kayne Anderson Rudnick was ranked in the top 10 in California for the third straight year.

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.

Morningstar Upgrades KAR's Small Cap Sustainable Growth Strategy to 5 Stars
Morningstar upgraded the firm's Small Cap Sustainable Growth strategy to 5 stars for the 5-year period.
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Morningstar Upgrades KAR's Small Cap Sustainable Growth Strategy to 5 Stars
Morningstar Star Ranking Upgrade
October 30, 2015
Morningstar upgraded the firm's Small Cap Sustainable Growth strategy to 5 stars for the 5-year period.

Our Small Cap Sustainable Growth strategy was upgraded to five stars by Morningstar for the 5-year period. There are 584 funds within the Small Growth Category within the Morningstar database. The Morningstar Rating is a quantitative assessment of a fund’s past performance-both return and risk-as measured from one to five stars. It uses focused comparison groups to better measure fund manager skill. Please note that strong ratings are not indicative of positive fund performance.

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.

PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.
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PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
February 02, 2015
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.

Kayne Anderson Rudnick received Private Asset Management Magazine’s 2015 Award for “Best Fund Product for High-Net-Worth Clients” for our International Small Cap and Emerging Markets Small Cap strategies.

Press Release
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September 15, 2015
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