Every quarter, our portfolio managers and research analysts provide in-depth analysis and insightful stock market commentary, analyzing performance, and discussing the latest trends and behaviors impacting the market.
At KAR, we offer high-conviction investment strategies focusing on quality businesses within the small cap, mid cap, large cap, and international asset classes.
In our Q3 2024 discussion roundup, you’ll find individual recaps of several of our actively managed strategies, all recorded in our podcast, KayneCast. By subscribing to KayneCast, you’ll be automatically notified when future updates become available, ensuring you’ll always stay informed and up to date on our investment strategies.
You can read the full Q3 2024 market review or revisit our past quarterly market review podcast episodes:
To learn more about KAR’s investment management services, contact our team today.
Q3 2024 Stock Market Recap
During this quarter’s podcast, Julie Biel, Chief Market Strategist, highlights the different businesses investors gravitated towards during the quarter and what she believes are the benefits of a diversified portfolio beyond the Magnificent 7. Julie discusses the initial impact of the Fed’s interest rate reduction in September and how this might affect small and medium sized companies. Looking forward to 2025, Julie shares her views on whether consensus expectations are realistic and if she remains optimistic or concerned moving forward.
KAR Contributors: Julie Biel, Ben Falcone
Listen to the full discussion in episode 263 of KayneCast or read the complete Q3 2024 Market Review Summary.
Q2 2024 Strategy Review
Episode 264: The Bigger Picture
KAR Mid Cap Core
Contributors: Jon Christensen, Ben Falcone
Episode 265: Small Cap Upswing
KAR Small Cap Core
Contributors: Jon Christensen, Ben Falcone
Episode 266: This Quarter Was Different
KAR Small Cap Quality Value Core
Contributors: Julie Kutasov, Ben Falcone
Episode 267: A Change in Direction
KAR Small-Mid Cap Core
Contributors: Julie Kutasov, Ben Falcone
Episode 268: Are We Hitting an Inflection Point in Growth Trajectories?
KAR Mid Cap Growth
Contributors: Chris Armbruster, Ben Falcone
Episode 269: The Other Side of the Same Coin
KAR International Small Cap
Contributors: Craig Thrasher, Ben Falcone
Episode 270: What Will Be the New Normal for Interest Rates?
KAR Global Dividend Yield
Contributors: Richard Sherry, Ben Falcone
