An Inside Look: KAR Thematic Quality Strategy

An Inside Look: KAR Thematic Quality Strategy

Q&A with Portfolio Manager Adam Xiao

April 22, 2024

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.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information in this article 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 listed on the correspondence, and KAR does not undertake to update the information presented. This information is based on KAR’s opinions at the time of 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.
Past performance is no guarantee of future results.