“Massive AI spending has boosted earnings so there is no surprise that AI-driven names are being rewarded for expectations of a more certain, robust earnings growth -the expectations that are justified in our view.”
Each quarter, Julie Kutasov, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small-Mid Cap strategy and shares her market outlook. Listen to her most recent episode where Julie recaps market activity during 2Q 2024, focusing on these areas:
- Drivers behind mixed market performance for the quarter
- Primary contributors and detractors to Small-Mid cap strategy performance
- Long-term expectations for the strategy
For more insights, read our Q2 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.