“Given the durability of the forces that led to the dichotomy between large and small caps, odds are that the rest of the year looks more similar to the first half than different.”
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 2Q 2024, with a focus on:
- The discrepancy between large cap and small cap
- Primary contributors and detractors to the Mid Cap Growth strategy performance
- Monetizing AI
For more insights, read our 2Q 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.
