Head of Research Todd Beiley discussed with Debbie Carlson of Barron’s how Kayne Anderson Rudnick generated strong returns amidst a volatile 2023. Todd highlights the Virtus KAR Small Cap Growth Fund and how there’s a strong emphasis on fundamental research as KAR looks for quality companies. For more, read the full Barron’s article here: https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf
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Barron’s fund rankings are measured by each funds’ performance against all other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. The result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that performance boosts the overall ranking, while poor performance in the biggest funds will hurt a firm’s ranking. To be included in the ranking a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. For additional information regarding Barron’s ranking methodology please refer to the end of the article reprint located here: https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf
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.
Past performance is no guarantee of future results.