“After roughly two years of massive outperformance, the lag in the returns of some key mega-cap stocks resulted in small and mid-cap names generating better performance than the S&P 500.”

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 3Q 2024, with a focus on:

• The potential effects of the September interest rate cut on mid cap growth stocks
• Primary contributors and detractors to the Mid Cap Growth strategy performance
• The potential for cash reentering the equity market

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.