Insights
“The strongest argument I would make for investing internationally right now is that we are coming off of an unprecedented period of outperformance in US equity markets, and you have relatively high valuations in the US right now, and relative bargains in other markets around the world.”
Each quarter, Craig Thrasher, CFA Portfolio Manager and Senior Research Analyst provides an update on the performance of the International Small Cap strategy and shares his market outlook. Listen to his most recent episode where Craig recaps market activity during 3Q 2024, with a focus on:
- Recent activity in Japan and China
- Primary contributors and detractors to the International Small Cap strategy performance
- Comparing small to mid-cap holdings against large cap names
For more insights, read our 3Q 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.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material 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, and 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 recording 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.
