Inflation Stays Stubborn

Inflation Stays Stubborn

Small Cap Quality Value Review of the First Quarter of 2024 | KayneCast 251

April 24, 2024

“Inflation may prove to be more stubborn than expected, and there are concerns that it could surge again, mirroring the second wave that characterized the high inflation of the 1970s.”

Each quarter, Julie Kutasov, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small Cap Quality Value strategy and shares her market outlook. Listen to her most recent episode where Julie recaps market activity during 1Q 2024, focusing on these areas:

  • Drivers behind equity market performance for the quarter
  • Primary contributors and detractors to the Small Cap Quality Value strategy performance
  • A review of our focus on high-conviction high-quality names

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.

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