“Artificial intelligence propelled stocks in the first half of the year as investors flocked to big technology companies – those primary beneficiaries of recent advances in AI. This quarter was different.”
Each quarter, Julie Kutasov, Portfolio Manager and Senior Research Analyst provides an update on the performance of the Small-Mid Cap strategy and shares her market outlook. Listen to her most recent episode where Julie recaps market activity during 3Q 2024, focusing on:
- Our belief that small and medium sized companies are well positioned to benefit from a lower interest rate and macroeconomic environment
- The primary contributors and detractors to Small-Mid cap strategy performance
- The diversity of holdings with the SMID universe
For more insights, read our Q3 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.