The Mid Cap See-saw: YTD Ups and Downs

The Mid Cap See-saw: YTD Ups and Downs

Mid Cap Core Review of the Third Quarter of 2023 | KayneCast 236

October 24, 2023

“The Fed’s ongoing hawkish stand on interest rates has been the headwind the market has been fighting, but the lack of an appearance of a recession and ongoing sound financials has kept the market bouncing back.”

Each quarter, Jon Christensen, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Core strategy and shares his market outlook.  Listen to his most recent episode where Jon recaps market activity during Q3 2023, with a particular focus on:

  • The drivers of the market amidst inflation and a higher interest rate environment
  • Primary contributors and detractors to Mid Cap Core performance
  • Portfolio positioning for the remainder of 2023

For more insights, read our Q3 2023 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.

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