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Small Cap Quality Value Review of the Fourth Quarter of 2023 | KayneCast 240

January 23, 2024

“While we’ve been impressed and, quite frankly, surprised by the resilience of the U.S. economy, an economic slowdown remains a key risk in our view particularly considering continuing inflationary pressures and growing uncertainty on the geopolitical front.”

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 Q4 2023, focusing on these areas:

  • Higher earnings quality, stronger balance sheets, and lower volatility as drivers for fourth quarter small cap stock performance
  • Primary contributors and detractors to small cap quality value strategy performance
  • A review of the economic backdrop and portfolio positioning for 2024

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.

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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