Swings in Small Cap Equity

Swings in Small Cap Equity

Small Cap Core Review of the Third Quarter of 2023 | KayneCast 235

October 23, 2023

“As we move along here in 2023, the markets seem to be absorbing the ups and down of inflation, the Fed and recent geo-political events.  While we still have many of these issues to resolve, the Fed remains focused on getting inflation back to 2%.”

Each quarter, Jon Christensen, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small 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:

  • Fundamental and sector drivers of the market
  • Primary contributors and detractors to Small Cap Core performance
  • The importance of high-quality businesses that can persevere in a volatile environment.

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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