Investment Strategies
The Global Small Cap Fund seeks to achieve a return meaningfully above that of the MSCI ACWI Small Cap Index with a portfolio that exhibits lower overall risk characteristics. The Fund seeks to achieve these objectives by purchasing high quality businesses with competitive protections at attractive valuations that we believe will achieve excess returns over a complete market cycle. The Fund is a high conviction strategy with 40 – 50 names.
This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the recording of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.