“Growth scarcity was one of the factors that caused the market to concentrate around a more limited number of names in 2023”
Each quarter, Chris Armbruster, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Mid Cap Sustainable Growth strategy and shares his market outlook. Listen to his most recent episode where Chris recaps market activity during Q4 2023, with a particular focus on:
- The broadening out of market returns that had previously been confined to a set of mega cap stocks
- Primary contributors and detractors to the Mid Cap Growth strategy performance
- The potential obstacles hindering the Federal Reserve from normalizing interest rates
For more insights, read our Q4 2023 Commentary or subscribe to Kaynecast where we provide the latest updates from the KAR Investment Team on our investment strategies.
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.