“Growth scarcity was one of the factors that caused the market to concentrate around a more limited number of names in 2023”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during Q4 2023, with a particular focus on:
- The broadening out of market returns that had previously been confined to a set of mega cap stocks
- Primary contributors and detractors to the Mid Cap Growth strategy performance
- The potential obstacles hindering the Federal Reserve from normalizing interest rates
For more insights, read our Q4 2023 Commentary or subscribe to KayneCast where we provide the latest updates from the KAR Investment Team on our investment strategies.
KayneCast is available on Apple Podcasts and Spotify.