January 30, 2025By Julie Kutasov

Are We Paying Too Much?

Small Cap Quality Value 4Q 2024 | KayneCast 272

“As you recall, in the first half of 2024 investors flocked to big technology companies – those primary beneficiaries of recent advances in artificial intelligence. And in the second half many investors began questioning vast investments some of these big tech companies were committing to AI. The latter was a significant factor behind the market broadening.”

Each quarter, Julie Kutasov, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small Cap Quality Value strategy and shares her market outlook. Listen to her most recent episode where Julie recaps market activity during 4Q 2024, focusing on these areas:

  • Factors influencing market broadening and the impact of mortgage rates on economic growth
  • Primary contributors and detractors to the Small Cap Quality Value strategy
  • The effect of persistent uncertainty in the market and inflationary pressures on consumer spending

For more insights, read our 4Q 2024 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.

KARCast is the official podcast series of KAR. This material is provided as a matter of general information and is not intended to be relied upon as a forecast or research. The opinions expressed herein are those of the speakers and are not necessarily the opinions of KAR or its affiliates, are current as of the date and time of the recording, and are subject to change at any time due to changes in market or economic conditions. The information and opinions contained in this material are derived from proprietary and non-proprietary sources deemed by KAR to be reliable and are not necessarily all inclusive. KAR does not guarantee the accuracy or completeness of this information. Any securities included in this podcast are based on objective, non-performance based criteria and such mentions should not be considered a recommendation to purchase or sell the securities mentioned. This podcast should not be construed as an offer or solicitation to purchase or sell any security. KAR’s strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should always consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Reliance upon information in this material is at the sole discretion of the listener. To the extent any performance is discussed, past performance is not indicative of future results.