“While some of these policies might not be the best for every citizen, it is certainly a wind-at-your-back setup for many corporations and, in turn, their stocks.”
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 2025, with a focus on:
- The strategy’s absolute and relative performance for the quarter
- Primary contributors and detractors to the Mid Cap Growth strategy
- Examining the ripple effects of tariffs
For more insights, read our 2Q 2025 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.