April 22, 2024By Brian Chang, CFA, CFP®, CMT® and Adam Xiao, CFA

An Inside Look: KAR Thematic Quality Strategy

Q&A with Portfolio Manager Adam Xiao

Can you imagine going back to a world without the Internet?

Technological advancement, generational change, and global changes create opportunities for new businesses that could reshape industries and in turn, win market share. Portfolio Manager and Senior Research Analyst Adam Xiao discusses our Thematic Quality strategy which strives to identify industry shifts and invest in high quality businesses with sustainable competitive advantages.

Key Features of Thematic Quality:

High Quality Businesses
Search for quality companies that capitalize on industry shifts with market dominant business models, solid balance sheets, attractive investment opportunities and consistent growth.

Multi-Thematic Exposure
Seek businesses benefitting from structural trends that transcend the traditional business cycle such as technological advances, demographic shifts, or climate change.

High Conviction Portfolio
Focus on 20-35 of what we believe are the strongest investment opportunities, with a long-term, low turnover approach.

Contact us to learn more about our Thematic Quality Strategy.

The information included in this content is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only and is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material. KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Data is obtained from systems believed by KAR to be reliable. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by KAR. The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. KAR’s investment strategies may not be suitable or appropriate for all investors depending on their specific investment objectives and financial situation. Potential investors should consult with their own financial professional before determining whether to invest in a particular investment or investment strategy. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

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