Insights
“Whether we are still in correction territory or have officially hit the arbitrary threshold to be considered a bear market, the decline in equity values can feel scary. The reason for the selloff is somewhat unprecedented, as it almost always is in times of true weakness like the collapse of the internet bubble in 2000, the Great Financial Crisis of 2008-2009 and the global pandemic of 2020. In each of those instances, just like in all the stock market declines that came before them, businesses found ways to adjust and to evolve.”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during 1Q 2025, with a focus on:
- The decision to narrow capital allocation to names with the highest conviction in the portfolio
- Primary contributors and detractors to the Mid Cap Growth strategy
- Where he feels optimistic amidst uncertainty in the market
For more insights, read our 1Q 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.
