Insights

Video
August 24, 2026 | by Jon K. Christensen and Sean Dixon
Finding Quality in Industrials
From the Bottom Up Series
Video
August 21, 2026 | by Julie Biel
Looking Beyond the AI Buildout
Bloomberg TV Surveillance
Video
August 18, 2026 | by Julie Biel
Earnings Still Matter More Than Headlines
Bloomberg TV The Close 
Article
August 13, 2026 | by Julie Biel
Investment Perspectives
July 2026 Monthly Market Review
Article
August 12, 2026
When Momentum Leadership Reverses
Video
August 3, 2026 | by Julie Biel
Why AI Investors Are Still Searching for a Moat
CNBC Fast Money
Video
August 1, 2026 | by Julie Biel
U.S. Stocks Rise Despite Worst Month for Tech Stocks 
BBC News
Listen
July 30, 2026 | by Noran Eid
Can Earnings Keep Up?
Mid Cap Growth 2Q 2026 Update | KayneCast 323
Listen
July 30, 2026
Quarterly Stock Market Commentary for Q2 2026
Listen
July 29, 2026 | by Julie Kutasov
Following the AI Money Trail
Small Mid Cap Core 2Q 2026 Update | KayneCast 322
Listen
July 28, 2026 | by Julie Kutasov
Waiting for the Flight to Safety
Small Cap Quality Value 2Q 2026 Update | KayneCast 321
Listen
July 27, 2026 | by Jon K. Christensen
Holding the Line on Quality
Small Cap Core 2Q 2026 Update | KayneCast 320
Listen
July 24, 2026 | by Jon K. Christensen
Looking Beyond Market Momentum
Mid Cap Core 2Q 2026 Update | KayneCast 319
Listen
July 23, 2026 | by Chris Armbruster
Positioning for AI’s Next Phase of Value Creation
Large Cap Growth 2Q 2026 Update | KayneCast 318
Listen
July 22, 2026 | by Hyung Kim
Quality at a Discount
International Small Cap 2Q 2026 Update | KayneCast 317
Video
July 21, 2026 | by Julie Biel
Looking Beyond the AI Flywheel
Bloomberg TV Surveillance
Video
July 21, 2026 | by Julie Biel
 When Private Giants Go Public
 Bloomberg TV The Close
Video
July 14, 2026 | by Stephen A. Rigali and Adam Xiao
AI Is Reshaping Tech Stocks: Hardware vs Software Explained
From the Bottom Up Series
Article
July 13, 2026 | by Julie Biel
Shifting Leadership Across AI
Q2 2026 Market Review
Article
July 7, 2026
Is Quality the Next Opportunity in Emerging Markets?
Article
June 30, 2026
Four Reasons We Believe Small Caps Are Compelling
Article
June 30, 2026
There is No Value Without Quality
Why KAR Believes Firmly in Value Investing
Article
June 30, 2026
The Hows and Whys of Quality Investing
Article
June 30, 2026
The Case for Mid-Caps