“In our small-mid size universe we are seeing strength in companies that benefit from robust defense spending.”
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 2025, focusing on:
- Views on the drivers behind investor optimism
- The primary contributors and detractors to the Small-Mid cap strategy
- Earnings growth expectations for the strategy
For more insights, read our 3Q 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.