The Kayne Anderson Rudnick Small Cap Quality Select (SCQS) strategy was mentioned in a Pensions & Investments article, which highlights that it was ranked as Morningstar’s top-performing domestic equity strategy for 2023. For more, read the full article here: https://bit.ly/48GwaXx
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The Pensions & Investments’ Top-Performing Managers report was published on March 5, 2024, and covers overall U.S. equity separate accounts for one year; overall U.S. equity separate accounts for five years; overall U.S. equity CITs for one year; and overall U.S. equity CITs for five years ending December 31, 2023. KAR did not pay any fees to participate in the ranking or fees for a license to reprint and distribute the results of the ranking. All data for the Pensions & Investments’ Top-Performing Managers report is provided from Morningstar’s global separate account/collective investment trust database. The data for the separate account and CIT rankings on which the story is based was pulled February 21, 2024. Please see historical performance for the Small Cap Quality Select strategy in this factsheet.
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.