News & Awards

Read the latest news about KAR.

Julie Biel Quoted in Reuters
Column: Markets flash amber as they enter '2nd stage of interest rate grief'
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Julie Biel Quoted in Reuters
October 1, 2021
Column: Markets flash amber as they enter '2nd stage of interest rate grief'

Julie Biel spoke with Reuters to discuss the latest in US markets and cautions investors that “markets may now be prone to a crash diet instead of a more considered weight-reduction plan”.

Read the full article here: https://reut.rs/3mlXYdW

The Wall Street Transcript Interviews Hyung Kim on KAR’s International and Emerging Markets Small Cap Strategies
Profiting from Inefficiencies in International and Emerging Markets Small Caps
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The Wall Street Transcript Interviews Hyung Kim on KAR’s International and Emerging Markets Small Cap Strategies
August 09, 2021
Profiting from Inefficiencies in International and Emerging Markets Small Caps

The international and emerging markets small cap asset classes are both large and inefficient, and our team tries to make the most of those inefficiencies and find great businesses at attractive valuations.

 

Hyung Kim talks with The Wall Street Transcript about opportunities within these inefficiencies and how he believes KAR’s strategy can provide investors with emerging markets exposure to interesting high-quality small businesses.

 

LA Business Journal Ranks KAR Among the Largest Money Management Firms
KAR jumped 13 spots to the No.15 largest money management firm in Los Angeles as ranked by the Los Angeles Business Journal.


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LA Business Journal Ranks KAR Among the Largest Money Management Firms
Money Management Firms Ranked by Assets Managed in Los Angeles County as of December 31, 2020
July 22, 2021
KAR jumped 13 spots to the No.15 largest money management firm in Los Angeles as ranked by the Los Angeles Business Journal.

Ranked by assets under management in Los Angeles County as of December 31, 2020.

The full list of firms can be found here: https://www.cbjonline.com/a2labj/lists/2021-MoneyMngrs.pdf

The Wall Street Transcript Interviews Chris Wright on KAR’s Long-Short Strategy
Chris Wright, Portfolio Manager and Senior Research Analyst, discusses KAR’s Long-Short strategy, which focuses on high-quality businesses held long term, how the outdoor advertising and sales tax software industries have fared during the pandemic, and his insights on the reopening of the economy.
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The Wall Street Transcript Interviews Chris Wright on KAR’s Long-Short Strategy
May 10, 2021
Chris Wright, Portfolio Manager and Senior Research Analyst, discusses KAR’s Long-Short strategy, which focuses on high-quality businesses held long term, how the outdoor advertising and sales tax software industries have fared during the pandemic, and his insights on the reopening of the economy.
Equity Markets Today: Insights from Quantitative and Fundamental Perspectives
Students, alumni and the professional finance community gathered virtually for the Fink Investing Conference held by UCLA Anderson School of Business to discuss markets and emerging trends.
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Equity Markets Today: Insights from Quantitative and Fundamental Perspectives
May 7, 2021
Students, alumni and the professional finance community gathered virtually for the Fink Investing Conference held by UCLA Anderson School of Business to discuss markets and emerging trends.

Portfolio Manager and Senior Research Analyst Chris Wright joined one of his former UCLA Anderson professors, Eric Sussman, for a panel discussion focused on the equity markets and challenges investors are facing.  Chris addressed questions regarding opportunities in the current market, his views on liquidity, real estate observations and where he stands on the debate between value vs growth.

Watch Here: https://www.anderson.ucla.edu/about/centers/fink-center-for-finance/news-and-events/fink-investing-conference

Disclosures: 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 publication 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.

KAR Received The PSN Top Guns Manager of The Decade Recognition
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small Cap Quality Value, Small-Mid Cap Quality Value, Small Cap Sustainable Growth and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2020.
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KAR Received The PSN Top Guns Manager of The Decade Recognition
April 27, 2021
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small Cap Quality Value, Small-Mid Cap Quality Value, Small Cap Sustainable Growth and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2020.

In order to receive the Manager of the Decade designation, investment strategies must have returns greater than the style benchmark for the ten-year period ending December 31, 2020 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2020. The top ten performers for the latest ten-year period ending December 31, 2020 become the PSN Top Guns Manager of the Decade.

Informa Investment Solutions is a well-respected financial search and intelligence firm used by institutional asset managers.

KAR CIO Doug Foreman Quoted in Reuters
KAR CIO Doug Foreman was quoted in Reuters in an article titled “Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown”.
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KAR CIO Doug Foreman Quoted in Reuters
April 26, 2021
KAR CIO Doug Foreman was quoted in Reuters in an article titled “Analysis: As small-cap stocks lag, Wall Street worries about broad slowdown”.

The article discusses the slowdown in small cap stocks which started in April, following six months of strong gains.

https://www.reuters.com/business/small-cap-stocks-lag-wall-street-worries-about-broad-slowdown-2021-04-26/

Disclosures: 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.

KAR's Chris Armbruster Quoted in CIO Magazine
Chris Armbruster was quoted in a recent article in CIO Magazine in an article titled “Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers.” The article discusses passive vs. active and the benefits of active management.
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KAR's Chris Armbruster Quoted in CIO Magazine
January 7, 2021
Chris Armbruster was quoted in a recent article in CIO Magazine in an article titled “Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers.” The article discusses passive vs. active and the benefits of active management.

Active management allows managers to zero in on up-and-comers with business advantages that aren’t yet widely known. One example is Bill.com Holdings, said Christopher Armbruster, senior research analyst at Kayne Anderson Rudnick, which manages money for institutions.

Stock in the company, whose cloud-based software automates back-office financial operations, has almost quadrupled since its late 2019 initial public offering (IPO). While it has not yet turned a profit, revenue is burgeoning. The outfit can cut a small business’s spending on receivables in half, he said.

 

A link to the full article can be found here:  https://www.ai-cio.com/in-focus/market-drilldown/index-besotted-institutions-miss-good-deal-stock-pickers/

 

KAR's CIO Doug Foreman Featured on Nasdaq TradeTalks
Kayne Anderson Rudnick Chief Investment Officer Doug Foreman joins Jill Malandrino on Nasdaq TradeTalks to discuss 2021 Outlook for value and growth, as well as the economy.
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KAR's CIO Doug Foreman Featured on Nasdaq TradeTalks
December 19, 2020
Kayne Anderson Rudnick Chief Investment Officer Doug Foreman joins Jill Malandrino on Nasdaq TradeTalks to discuss 2021 Outlook for value and growth, as well as the economy.
KAR's Chris Armbruster Quoted in CIO Magazine
KAR Portfolio Manager Chris Armbruster is quoted in CIO Magazine in an article titled “How the Stock Market’s Tech Leaders Will Be Ousted.”
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KAR's Chris Armbruster Quoted in CIO Magazine
December 11, 2020
KAR Portfolio Manager Chris Armbruster is quoted in CIO Magazine in an article titled “How the Stock Market’s Tech Leaders Will Be Ousted.”

The article discusses what may cause investors to rotate out of tech and other sectors in a post COVID environment.

 

https://www.ai-cio.com/in-focus/market-drilldown/stock-markets-tech-leaders-will-ousted/

 

 

KAR's Richard Sherry Quoted in The Wall Street Journal
KAR Global Dividend Yield Portfolio Manager Richard Sherry was quoted and shared his views on divided stocks.
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KAR's Richard Sherry Quoted in The Wall Street Journal
December 11, 2020
KAR Global Dividend Yield Portfolio Manager Richard Sherry was quoted and shared his views on divided stocks.

In the Wall Street Journal in an article titled “Dividend Darlings Trail Stock Market Despite Pumped-Up Yields.”

 

https://www.wsj.com/articles/dividend-darlings-trail-stock-market-despite-pumped-up-yields-11603618202

 

 

KAR's Chris Armbruster Quoted in MarketWatch Article
KAR Portfolio Manager Chris Armbruster was quoted in MarketWatch in an article titled “Stocks book fresh round of records, Dow ends 1.5% shy of all-time high, on hopes of COVID treatments, cures.”
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KAR's Chris Armbruster Quoted in MarketWatch Article
September 9, 2020
KAR Portfolio Manager Chris Armbruster was quoted in MarketWatch in an article titled “Stocks book fresh round of records, Dow ends 1.5% shy of all-time high, on hopes of COVID treatments, cures.”

Read why Armbruster sees many companies as likely to “grow and recover faster, and realize better margins.”

https://www.marketwatch.com/story/dow-futures-rise-about-200-points-ahead-of-adp-private-sector-jobs-report-beige-book-2020-09-02

What's Reflected In The Stock Market Is Very Different Than The Everyday Economy
Doug Foreman, CIO of Kayne Anderson Rudnick, joins #TradeTalks to discuss the gap between current market news and the everyday economy.
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What's Reflected In The Stock Market Is Very Different Than The Everyday Economy
August 21, 2020
Doug Foreman, CIO of Kayne Anderson Rudnick, joins #TradeTalks to discuss the gap between current market news and the everyday economy.

KAR CIO Doug Forman Comments on Nasdaq Tradetalks

To anyone following the stock market today, it’s clear that there is a significant gap between the market’s enthusiastic highs and the current state of the economy, which is — to be blunt — in a recession. So is the stock market delusional, or is there a real reason for this level of optimism?

Kayne Anderson Rudnick Chief Investment Officer Doug Foreman recently joined Jill Malandrino on Nasdaq #TradeTalks to discuss the gap between current market news and the everyday economy. 

Foreman pointed out that the Fed and others’ quick implementation of significant fiscal, monetary policies have been very supportive of the markets. For example, Fed policy designed to support the bond market has had a secondary positive impact on the equity markets. 

He also noted that the stock market has not moved as a single unit. 

“It is a market of stocks, not a stock market,” he commented. At-risk industries like travel, restaurants, and brick-and-mortar retail have been hit hard, while digital businesses that got a boost from the pandemic’s acceleration of business technology implementation have been pulling the overall market up. 

One crucial question is how much longer the supportive fiscal policies can prop the market up and when we might have to pay the piper. The day will come, according to Foreman, but not while the recession lasts. 

And what does all of this mean for investors? It’s likely that great buying opportunities will be scarce. “Over a trillion dollars of cash is sitting on the sidelines right now,” Foreman remarked. “As everyone tries to put this money to work again, prices will rise, and buyers will have to buy higher.”

“We encouraged our investors to ride it out and stick to their investment plan. Don’t try to time the markets; it’s difficult if not impossible, as the recent market has definitely proven.”

Watch the full video here.

KAR CIO Doug Foreman Featured in Barron’s
Barron's: Wynn Resort, Teledoc, and More Stock Picks From a Market-Crushing Mid-Cap fund.
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KAR CIO Doug Foreman Featured in Barron’s
August 18, 2020
Barron's: Wynn Resort, Teledoc, and More Stock Picks From a Market-Crushing Mid-Cap fund.

Investors love baseball references. Let the ball come to you; wait for the fat pitch; don’t swing for the fences. Doug Foreman, 63, is guilty of using the occasional baseball cliché, but he also has firsthand experience succeeding in both.

A top-ranked high school player, Foreman was invited to try out for the Los Angeles Dodgers when he was 18. He declined, having already committed to the U.S. Naval Academy.

“I think I made the right decision,” says Foreman, whose batting average as an investor has sent the $2.2 billion Virtus KAR Mid-Cap Growth fund (ticker: PHSKX) to the top of its Morningstar category for every major trailing-return period since he took it over in 2012.

Barron’s profile on the Virtus KAR Mid-Cap Growth Fund

 

KAR's Chris Armbruster on if We're in a Stock Market Bubble
Chris Armbruster, a Kayne Anderson Rudnick portfolio manager, joins TD Ameritrade to talk about whether we’re witnessing a stock market bubble.
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KAR's Chris Armbruster on if We're in a Stock Market Bubble
August 17, 2020
Chris Armbruster, a Kayne Anderson Rudnick portfolio manager, joins TD Ameritrade to talk about whether we’re witnessing a stock market bubble.

Chris Armbruster answers on TD Ameritrade Network.

With stocks aggressively defying pandemic-era economic reality, possibly the most hotly debated issue in investment circles today is the current existence — or not — of a stock market bubble. If it looks like a bubble, and it buys and sells like a bubble, is it really a bubble? Because we know bubbles ultimately burst.

Chris Armbruster, a portfolio manager at Kayne Anderson Rudnick, is not a proponent of the theory that the stock market is in a major bubble right now. “We think there are a lot of fundamentals that indicate this is not the case,” he stated recently in an interview for TD Ameritrade Network.

Yes, the economy is in recession, and some signs have appeared that indicated bubble-like conditions in the past, such as the behavior of retail investors, the IPO market, and “blank-check companies.” However, Armbruster believes the market has actually done an impressive job, “climbing a wall of worry.”

Armbruster advocates an investment strategy that focuses on the qualitative characteristics that lead to superior long-term quantitative financial characteristics. “In other words, when we look at fundamentals, we’re analyzing how these companies will be performing in a couple of years.” Armbruster doesn’t believe the stock market’s price actions are totally disassociated with what the fundamentals will be as companies emerge on the other side of the pandemic crisis.

His optimism is fueled by what he sees as extraordinary efforts by the medical community and global fiscal policymakers. “We’re confident that the medical community will eventually develop a vaccine…In the meanwhile, there is an unprecedented level of stimulus around the world that we think will bridge the economic gap until we get back to a more normally functioning economy.”

Watch the full video to learn more and hear if Armbruster thinks the high prices for digital transformation companies are building a mini-bubble.

KAR's Jon Christensen Quoted in a Reuters Article
KAR Portfolio Manager Jon Christensen was quoted in a Reuters article titled “Fund managers navigate ‘Night of the Living Dead’ in small caps.”
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KAR's Jon Christensen Quoted in a Reuters Article
August 10, 2020
KAR Portfolio Manager Jon Christensen was quoted in a Reuters article titled “Fund managers navigate ‘Night of the Living Dead’ in small caps.”

The article discusses the decline of small caps amid a resurgent coronavirus pandemic.

A link to the full article can be found here:  https://www.reuters.com/article/us-usa-stocks-weekahead/fund-managers-navigate-night-of-the-living-dead-in-small-caps-idUSKCN24I1WG

 

Financial Times Top 300 RIAs List For 2020
As in previous years, KAR again was named to the Financial Times Top 300 RIAs list for 2020.
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Financial Times Top 300 RIAs List For 2020
August 10, 2020
As in previous years, KAR again was named to the Financial Times Top 300 RIAs list for 2020.

The list includes firms from 39 states and Washington, D.C. More than 760 RIAs competed for the top 300 list and were graded on AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.

A link to the full list can be found here: https://www.ft.com/content/6a45556e-6c21-4770-bc94-468fee0de563?FTCamp=engage/CAPI/webapp/Channel_Moreover//B2B

KAR Small-Cap Growth Fund Recognized for a Decade of Strong Performance
Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.
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KAR Small-Cap Growth Fund Recognized for a Decade of Strong Performance
June 24, 2020
Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick.

The Virtus-KAR Small Cap Growth Fund is the subject of a Reuters feature highlighting the Fund’s strong performance over the last decade relative to all other stock mutual funds. Though currently closed to new investors, the fund remains open to defined contribution and defined benefit plans.

 

Read the article for insights from the portfolio managers, Todd Beiley and Jon Christensen, who manage several small- and mid-cap portfolios at Kayne Anderson Rudnick

 

https://www.reuters.com/article/us-usa-funds-decadebest/top-u-s-stockpickers-keep-low-profile-idUSKBN1Y82JR

 

KAR Received The PSN Top Guns Manager of The Decade Recognition
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small-Mid Cap Quality Value and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2019.
Read the press release
KAR Received The PSN Top Guns Manager of The Decade Recognition
April 03, 2020
KAR received the PSN Top Guns Manager of the Decade recognition from Informa Investment Solutions for several of its investment strategies. The KAR Small Cap Core, Small-Mid Cap Core, Small-Mid Cap Quality Value and Mid Cap Core portfolios all received the Manager of the Decade designation for the 10-year period ending December 31, 2019.

In order to receive the Manager of the Decade designation, investment strategies must have returns greater than the style benchmark for the ten-year period ending December 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2019. The top ten performers for the latest ten-year period ending December 31, 2019 become the PSN Top Guns Manager of the Decade.

Informa Investment Solutions is a well-respected financial search and intelligence firm used by institutional asset managers.

Pensions & Investments Recently Ranked The Top Performing Managers
Pensions & Investments recently ranked the top-performing managers of separate accounts as of December 31, 2019, and the KAR Small-Mid Cap Sustainable Growth strategy was ranked #10 in the Overall U.S. Equity category for the trailing one year and the KAR Small Cap Sustainable Growth strategy was ranked #2 in the Overall U.S. Equity category for the trailing 5 years.
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Pensions & Investments Recently Ranked The Top Performing Managers
March 17, 2020
Pensions & Investments recently ranked the top-performing managers of separate accounts as of December 31, 2019, and the KAR Small-Mid Cap Sustainable Growth strategy was ranked #10 in the Overall U.S. Equity category for the trailing one year and the KAR Small Cap Sustainable Growth strategy was ranked #2 in the Overall U.S. Equity category for the trailing 5 years.
Reuters Ran a Feature on the Virtus KAR Small-Cap Growth Fund
Reuters recently ran a feature on the Virtus KAR Small-Cap Growth Fund, Calling attention to its strong performance over the last decade relative to all other stock mutual funds. Read the article for insights from the fund’s portfolio managers:
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Reuters Ran a Feature on the Virtus KAR Small-Cap Growth Fund
January 23, 2020
Reuters recently ran a feature on the Virtus KAR Small-Cap Growth Fund, Calling attention to its strong performance over the last decade relative to all other stock mutual funds. Read the article for insights from the fund’s portfolio managers:
KAR Featured in Forbes Magazine
KAR is featured in Forbes magazine in an article titled “Fortified Returns.”
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KAR Featured in Forbes Magazine
June 6, 2019
KAR is featured in Forbes magazine in an article titled “Fortified Returns.”

KAR is featured in Forbes magazine in an article titled “Fortified Returns.” The article features an interview with CIO Doug Foreman, and provides a close-up on the company and our quality-driven approach to stock selection in the small- and mid-cap space.

Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
Thrasher, a portfolio manager and senior research analyst at KAR, speaks about the asset class broadly and highlights the importance of investing in high-quality businesses, a key element of the investment philosophy underpinning the KAR International Small Cap strategy
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Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
Craig Thrasher Discusses International Small Cap in GuruFocus Podcast
January 28, 2019
Thrasher, a portfolio manager and senior research analyst at KAR, speaks about the asset class broadly and highlights the importance of investing in high-quality businesses, a key element of the investment philosophy underpinning the KAR International Small Cap strategy

An advantage of the international small-cap universe, Thrasher shares, is that the asset class is less efficient and has fewer analysts paying attention to the companies, which offers skilled managers an opportunity to add value through bottom-up research. He also emphasizes that, while people may think international small-cap is inherently much more risky, the risk measures of the category is, in fact, not much different from those of international large-cap or domestic small-cap. Listen to the podcast for his stock recommendations and thoughts on portfolio holdings.

KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
Foreman shared his thoughts on the equity market, highlighting areas and businesses that have seen meaningful increases in their stock prices after an underwhelming fourth quarter.
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KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
KAR CIO Doug Foreman Featured on TD America Network’s Morning Trade Live
January 28, 2019
Foreman shared his thoughts on the equity market, highlighting areas and businesses that have seen meaningful increases in their stock prices after an underwhelming fourth quarter.

Foreman illustrates that today’s conversation among strategists and investors are certainly different from a year ago: at the beginning of 2018 people thought the “economy was bullet-proof,” and “synchronized global growth” was an oft-cited phrase. Not so right now; people are aware the economic outlook has shifted. But at the same time, investors also have moved past the fear that was prevalent in the markets in December. Foreman adds that stock prices have adjusted downward enough that many are now back in favor with investors, and details the strong performance notched recently by Okta, a KAR portfolio company.

KAR has selected California Fire Foundation and the Pepperdine Strong Fund as charitable organizations to support during the 2018 holiday season.

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KAR has selected California Fire Foundation and the Pepperdine Strong Fund as charitable organizations to support during the 2018 holiday season.
December 20, 2018

This year’s wildfires in California made for the most destructive season on state record. More than 8,000 fires burned approximately 1.8 million acres, according to the National Interagency Fire Center. Countless lives have been impacted by these fires throughout the state, including the Woolsey Fire in Los Angeles and Ventura counties. We selected the California Fire Foundation as it provides critical support to firefighters, surviving families of fallen firefighters, and their communities.

The Pepperdine Strong Fund supports students and families impacted by recent crises within the community: the mass shooting in Thousand Oaks in early November and the wildfires in Malibu and the surrounding areas. We selected this organization as it reaches those that were impacted by both of these tragic events, particularly impacting many young individuals.

A Note on Market Volatility and KAR's Focus
Judging by stock market returns, this holiday season has been anything but cheerful.
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A Note on Market Volatility and KAR's Focus
December 20, 2018
Judging by stock market returns, this holiday season has been anything but cheerful.

Stocks have suffered wild bouts of volatility recently, with major stock indices fluctuating between new lows and short-lived recoveries. The S&P 500 Index is down 13.56% quarter-to-date through Wednesday, December 19, 2018, with the day closing on a downtick following the Federal Reserve’s decision to raise another quarter point in the benchmark interest rate while projecting a slower pace of rate hikes in the next year.

Kim Friedricks on Bloomberg
The managing director of fixed income at KAR, who spoke at a recent Bond Buyer conference, was quoted in an article titled “California's Already-High Demand for Tax-Free Debt May Grow More”
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Kim Friedricks on Bloomberg
October 9, 2018
The managing director of fixed income at KAR, who spoke at a recent Bond Buyer conference, was quoted in an article titled “California's Already-High Demand for Tax-Free Debt May Grow More”

Another big boost in demand” for municipal bonds might be in store “through tax season,” according to Friedricks, as the Internal Revenue Service continues to roll out rulings since the tax overhaul that passed last December and as tax professionals figure out these new rules being issues. California municipal-bond yields are likely to stay “below those seen in the rest of the municipal market,” Friedricks said.

KAR CIO Doug Foreman Speaks on Cloud Investing on TD America Network
Doug Foreman spoke about cloud companies held in the KAR Mid-Cap Sustainable Growth strategy, including credit analytics firm Fair Isaac Corp. and security company Okta.
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KAR CIO Doug Foreman Speaks on Cloud Investing on TD America Network
September 10, 2018
Doug Foreman spoke about cloud companies held in the KAR Mid-Cap Sustainable Growth strategy, including credit analytics firm Fair Isaac Corp. and security company Okta.

Doug Foreman shared his market strategy of focusing on quality businesses, investing for the longer term, looking for companies with sustainable competitive advantages, and applying a research-intensive, bottom-up fundamental process to investing. Foreman emphasized the strong growth prospects of cloud deployment and the cloud software sector in the U.S. and abroad.

KAR CIO Doug Foreman on CNBC’s Beat the Street
The conversation centered on the performance of the Virtus KAR Mid-Cap Growth Fund, which is up about 26% year to date and 33% over the past year.
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KAR CIO Doug Foreman on CNBC’s Beat the Street
August 31, 2018
The conversation centered on the performance of the Virtus KAR Mid-Cap Growth Fund, which is up about 26% year to date and 33% over the past year.

Doug Foreman spoke with CNBC’s Brian Sullivan on how his mid-cap growth fund is outpacing the market. He shared thoughts on portfolio allocation, a focus on fundamentals and particular stocks that have been fueling performance.

The Story of a Special KAR Leader — Our COO Jeannine Vanian
The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”
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The Story of a Special KAR Leader — Our COO Jeannine Vanian
August 29, 2018
The LA Times details the story of Jeannine Vanian in an article titled “Determination born of childhood hardship pushed a temp worker to chief operating officer of a top investment firm”

Vanian Talks to The Los Angeles Times About Determination and Building a Female-Friendly Workforce in a Male-Dominated Industry

Jeannine Vanian has been chief operating officer of Kayne Anderson Rudnick since October 2005, but her history with the firm began long before that, when Allan Rudnick brought a promising temp worker with him when he left his former firm to start KAR in 1984. Starting as an assistant, Vanian climbed the rungs to portfolio administrator, director of portfolio administration and managing director before becoming COO in charge of operations, trading, marketing, accounting, client services and human resources.

Born to an Armenian family in Ethiopia, Jeannine was determined from early on to succeed as an independent woman. She spent long hours at work and study to earn a business degree at American University in Cairo. She then followed family members to the U.S., where she met Rudnick. He and the other KAR founders recognized her value from the beginning. Vanian said her superiors always said, “‘You can do this, we know you can.’”

Vanian has always been team and mission-oriented. “I’m very passionate about the firm, and really believe in what we do here. [I believe in] Having the attitude of, we’ll do whatever it takes as a team.”

Vanian also believes it’s very important to “be willing to listen to other viewpoints.” In line with these values, Vanian has helped assemble a team unlike many in her industry. KAR employees speak 22 different languages. In addition, “we’re in finance, which is generally a male-dominated industry,” Vanian said, “and 41% of our employees are women; 53% of our managers are women.”

“My hunch is that we might see more women come through here than many other firms in our industry because when they go to the website, they see that there is a strong female presence here and they are attracted to that.”

Read the full article to learn more about what drove Jeannine to succeed and her abiding belief that the key to good leadership is “hiring the right people.” 

 

Kayne Anderson Rudnick is an investment advisory firm with offices across the country and $42.2 billion in assets under management. The company manages assets for high-net-worth and ultra-high-net-worth individuals as well as institutional clients and, with over 30 years of experience, is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

KAR Small Cap Quality Select is No. 1 Again on Pension & Investments List
A one-year return of 80.36% through June 30, 2018, landed SCQS atop the publication’s “Top-Performing Managers” report.
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KAR Small Cap Quality Select is No. 1 Again on Pension & Investments List
August 21, 2018
A one-year return of 80.36% through June 30, 2018, landed SCQS atop the publication’s “Top-Performing Managers” report.

This was the fourth straight quarter that KAR’s SCQS was ranked No. 1 on the list, “and again by a wide margin,” according to the P&I report. KAR’s Small Cap Sustainable Growth strategy also was ranked, No. 9 with a 44.83% return for the year. SCQS and SCSG were ranked No. 6 and No. 8, respectively, based on five-year returns.

Hyung Kim Quoted in TheStreet
Portfolio Manager and Senior Research Analyst Hyung Kim advises on factors to look for when investing in companies.
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Hyung Kim Quoted in TheStreet
July 27, 2018
Portfolio Manager and Senior Research Analyst Hyung Kim advises on factors to look for when investing in companies.

TheStreet’s article “How to Avoid Investing in a John Schnatter: Dumbest Thing on Wall Street” focuses on the need for smart investing in which investors do their research in order to “reduce the chances of finding [themselves] on the wrong side of a corporate governance scandal,” alluding to the “PR nightmare” of Papa John’s founder John Schnatter. KAR’s Hyung Kim advises that investors should not be “fooled by a high market share, a strong management team or great products alone,” and instead look for “strong qualities that allow the businesses to resist competitive forces and thereby produce high and sustainable profitability.”

KAR on Financial Times List of Top 300 RIAs
Kayne Anderson Rudnick Investment Management was named among the top 300 registered investment advisers in the U.S., a list of “an elite group” compiled by the Financial Times.
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KAR on Financial Times List of Top 300 RIAs
July 3, 2018
Kayne Anderson Rudnick Investment Management was named among the top 300 registered investment advisers in the U.S., a list of “an elite group” compiled by the Financial Times.

The publication assesses RIAs on characteristics “desirable to clients” in determining the 300 names. Its methodology involves grading advisers across six broad factors including AUM, asset growth, compliance record and industry certification of key employees.

 

KAR CIO Doug Foreman on CNBC, Highlights Keeping Investment Focus on Real Economy
Doug Foreman speaks live on CNBC’s Closing Bell on June 1, 2018
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KAR CIO Doug Foreman on CNBC, Highlights Keeping Investment Focus on Real Economy
June 5, 2018
Doug Foreman speaks live on CNBC’s Closing Bell on June 1, 2018

KAR Chief Investment Officer Doug Foreman was a guest on CNBC’s Closing Bell segment on Friday, June 1, 2018. Topics touched upon included the current state of the global markets and a stock rally of the day on a strong U.S. jobs report. Doug discussed how KAR aims to “keep politics out” of our investing and to “stay focused on what’s actually happening with the real economy,” pointing out factors such as plentiful jobs and interest rates that are still relatively benign that combine to create a favorable environment for equities.

 

https://www.cnbc.com/video/2018/06/01/stocks-rally-on-strong-jobs-report.html

The KAR Small Cap Sustainable Growth strategy was named Asset Manager of the Year in the U.S. “Equity Small- or Mid-Cap” category by Envestnet and Investment Advisor
The 2018 Asset Manager Awards were presented to top active managers in a number of categories, including U.S. Large-Cap, International/Global, Fixed Income and Impact and Strategist.
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The KAR Small Cap Sustainable Growth strategy was named Asset Manager of the Year in the U.S. “Equity Small- or Mid-Cap” category by Envestnet and Investment Advisor
May 22, 2018
The 2018 Asset Manager Awards were presented to top active managers in a number of categories, including U.S. Large-Cap, International/Global, Fixed Income and Impact and Strategist.

To be eligible for the awards, a management team must have “at least three years of experience running a strategy with $200 million or more in assets,” and the strategy must be available to advisors on the Envestnet platform.

KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers
The 15th annual II list is based on assets under management as of Dec. 31, 2017. KAR was ranked at No. 224, with $18.9 billion in AUM.
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KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers
KAR was ranked by Institutional Investor in its 2018 list of the 300 largest U.S.-based asset managers.
May 22, 2018
The 15th annual II list is based on assets under management as of Dec. 31, 2017. KAR was ranked at No. 224, with $18.9 billion in AUM.

Institutional Investor, in recognizing the biggest asset managers in the country, writes that those who can take advantage of technological resources, including “machine learning, data science and artificial intelligence to glean insights from the explosion of data … will be in the best position to thrive as the industry is remade over the next decade.”

Virtus KAR Small-Cap Growth Fund Featured in WSJ

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Virtus KAR Small-Cap Growth Fund Featured in WSJ
April 27, 2018
Four KAR Strategies Named Top Gun Manager of the Decade by PSN
PSN, an investment manager database and part of Informa Investment Solutions, has named the following four KAR strategies a ”Top Gun Manager of the Decade” in each of their respective investment style universes: Small Cap Core, Small Cap Sustainable Growth, Small-Mid Cap Quality Value and Mid Cap Core
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Four KAR Strategies Named Top Gun Manager of the Decade by PSN
March 15, 2018
PSN, an investment manager database and part of Informa Investment Solutions, has named the following four KAR strategies a ”Top Gun Manager of the Decade” in each of their respective investment style universes: Small Cap Core, Small Cap Sustainable Growth, Small-Mid Cap Quality Value and Mid Cap Core

The qualifying criteria for the Manager of the Decade ranking include: (1) returns greater than that of the style benchmark for the 10-year period ending 12/31/17, (2) standard deviation less than that of the style benchmark for the 10-year period ending 12/31/17, and (3) an R-Squared of 0.80 or greater to the style benchmark. The top 10 performers that meet these criteria are named “Managers of the Decade.”

KAR CIO Doug Foreman Talks Stock Market Strength on CNBC
Doug Foreman speaks live on CNBC’s Closing Bell on March 9, 2018
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KAR CIO Doug Foreman Talks Stock Market Strength on CNBC
March 12, 2018
Doug Foreman speaks live on CNBC’s Closing Bell on March 9, 2018

KAR Chief Investment Officer Doug Foreman was a guest on CNBC’s Closing Bell segment on Friday, March 9, 2018. He discussed the market activities of the day, which staged a rally to close out the week, and provided insight on the technology sector and reasons for being “very favorably inclined toward the balance of the year” in terms of the stock market.

https://www.cnbc.com/video/2018/03/09/charlop-the-vix-is-telling-you-this-is-a-one-way-market-upward.html

 

 

KAR Strategy Ranked No. 1 on Pensions & Investments List of Top U.S. Equity Managers
KAR Small Cap Quality Select was highlighted by P&I as the best performer among domestic equity strategies last year.
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KAR Strategy Ranked No. 1 on Pensions & Investments List of Top U.S. Equity Managers
February 26, 2018
KAR Small Cap Quality Select was highlighted by P&I as the best performer among domestic equity strategies last year.

P&I, in an article titled “Small-Cap Equity Strategies Give Way to Large Cap, Technology in Latest Quarter,” highlighted KAR Small Cap Quality Select as the best-performing strategy in the overall U.S. equity category, outperforming “by a wide margin” with a gross return of 65.72% for 2017. The KAR Small Cap Sustainable Growth strategy also was featured by P&I as a top-10 performer based on trailing-5-year returns.

http://www.pionline.com/article/20180219/ONLINE/180219930/small-cap-equity-strategies-give-way-to-large-cap-technology-in-latest-quarter#

Todd Beiley Ranked No. 1 in CityWire List of Top U.S. Small/Mid-Cap Managers
Todd Beiley was featured in a CityWire article titled “The Top US Small/Mid-Cap Managers Revealed.” He was named the best-performing manager in the category based on the trailing-12-month performance of the Virtus GF US Small Cap Fund that he manages.
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Todd Beiley Ranked No. 1 in CityWire List of Top U.S. Small/Mid-Cap Managers
February 1, 2018
Todd Beiley was featured in a CityWire article titled “The Top US Small/Mid-Cap Managers Revealed.” He was named the best-performing manager in the category based on the trailing-12-month performance of the Virtus GF US Small Cap Fund that he manages.

Portfolio Manager Todd Beiley came in at the top of CityWire’s list of best-performing small/mid-cap managers with the 45% trailing-12-month performance by the Virtus GF US Small Cap Fund. The article speaks to Todd’s “high-conviction strategy [that] seeks to identify high-quality companies that dominate their market, have excellent managers, strong balance sheets and show consistent growth.”

http://citywireamericas.com/news/the-top-us-small-or-mid-cap-managers-revealed/a1086790?ref=international_Americas_latest_news_list

Jon Christensen Featured in FundFire Article
Jon Christensen was featured in a FundFire article titled “Active Equity Managers Share Tips to Fight Passive Tide”
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Jon Christensen Featured in FundFire Article
February 1, 2018
Jon Christensen was featured in a FundFire article titled “Active Equity Managers Share Tips to Fight Passive Tide”

The article by FundFire highlights a number of U.S. active managers that have enjoyed strong investor flows in the current environment of tough competition against low-cost passive funds. The article highlights Kayne Anderson Rudnick’s Small Cap Quality Value, Small Cap Sustainable Growth and Small-Mid Cap strategies, which all have seen positive net flows in recent quarters. It features Jon Christensen, portfolio manager and senior research analyst at KAR, who talks about what it means to deliver products that are differentiated from their benchmarks.

Chris Wright Quoted on CNBC.com
Chris Wright was quoted in an article on Thor Industries on CNBC.com titled “Boomers and millennials love RVs and that’s sending Thor Industries stock blitzing higher.”
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Chris Wright Quoted on CNBC.com
November 28, 2017
Chris Wright was quoted in an article on Thor Industries on CNBC.com titled “Boomers and millennials love RVs and that’s sending Thor Industries stock blitzing higher.”

Kayne Anderson Rudnick analyst Chris Wright told CNBC that…lightweight, cheaper towable products combined with an increase in younger buyers—both millennials and new families alike—have “been the big driver for the past few years in the industry. National parks’ visitation statistics are exemplary of this: since 2014, on an aggregate, the amount of visitation is hitting all-time highs every single year,” Wright said. “That strong uptick has tracked along with Thor’s results.”

A link to the full article can be found here:
https://www.cnbc.com/2017/11/28/boomers-and-millennials-send-thor-industries-stock-blitzing-higher.html

KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”
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KAR Small Cap Quality Select and Small Cap Sustainable Growth Strategies Featured in Pension & Investments
November 13, 2017
The KAR Small Cap Quality Select and Small Cap Sustainable Growth strategies along with portfolio manager Todd Beiley were all featured in Pension & Investments in the article titled “Small-Cap Strategies Continue Win Streak in Latest Quarter.”

The Small Cap Quality Select strategy was ranked #1 in the U.S. Stock and Small Growth categories for the trailing one-year ending 9/30/17.

The Small Cap Sustainable Growth strategy was ranked #4 in the Small Growth category for the trailing one year and #3 for the trailing five years and ranked #8 in the U.S. Stock category for the trailing one year and #10 in the U.S. Stock category for the trailing five years.

Links to the article and rankings are below:
http://www.pionline.com/article/20171113/ONLINE/171119956/small-cap-strategies-continue-win-streak-in-latest-quarter

http://www.pionline.com/article/20171113/INTERACTIVE/309309976/top-performing-managers-by-category-separate-accounts-3rd-quarter-2017/W

Chris Armbruster Quoted in Bloomberg News
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”
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Chris Armbruster Quoted in Bloomberg News
October 19, 2017
Chris Armbruster was quoted in Bloomberg News in an article titled “A Major Backlash is Brewing Against Big Tech. Here’s Why Investors Don’t Care.”

“The nebulous headline risk of potential regulation that may or may not be impactful is not enough to move us off a tremendous fundamental growth story,” said Chris Armbruster, an analyst at investment firm Kayne Anderson Rudnick, which oversees more than $15 billion. The firm owns shares of Facebook, Amazon and Google. “Their businesses are tremendously strong, even at the scale they’re operating.”

A link to the full article can be found here:
https://www.bloomberg.com/news/articles/2017-10-19/tech-rally-persists-as-growth-forecasts-outweigh-crackdown-risk

Doug Foreman Quoted in U.S. News & World Report
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”
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Doug Foreman Quoted in U.S. News & World Report
October 19, 2017
Doug Foreman was quoted in an article published in U.S. News & World Report titled “Will the Falling Dollar Hurt Stocks?”

Japan and emerging markets are also doing better this year, says Doug Foreman, chief investment officer and a portfolio manager at Los Angeles-based Kayne Anderson Rudnick Investment Management. Even though the dollar is weaker now, it could soften further. “The dollar could get maybe 20 percent weaker, and it would really just be back to where it was a couple of years ago when the rest of the world wasn’t growing and we were,” Foreman says

A link to the full article can be found here:
https://money.usnews.com/investing/investing-101/articles/2017-10-19/will-the-falling-dollar-hurt-stocks

Doug Foreman Quoted on CNBC.com
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
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Doug Foreman Quoted on CNBC.com
October 6, 2017
Doug was quoted in an article titled “The Fed Just Got What it was Looking for to Satisfy its Hawkish Bent.”
Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
New Interview with Bloomberg Radio Syndicated to Several Radio Stations
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Doug Foreman Discusses Corporate Earnings Growth on Bloomberg Radio
September 11, 2017
New Interview with Bloomberg Radio Syndicated to Several Radio Stations

In an interview appearing on syndicated Bloomberg radio, KAR CIO Doug Foreman offered insight on why stocks have been gaining since last year. (Clip courtesy of Bloomberg)

Doug Foreman featured on Bloomberg syndicated radio

Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements
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Steve Rigali Quoted in WSJ, Discusses Price Movement Among Food Retailers
September 5, 2017
Rigali Offers Insight on Why Food Companies Are Experiencing Price Movements

KAR Executive Managing Director Steve Rigali was recently quoted in a Wall Street Journal article, discussing the impact the Amazon-Whole Foods deal is having on food retailers. The quote appears in several publications.

http://www.foxbusiness.com/features/2017/08/25/u-s-stocks-rise-notch-weekly-gains0.html

 

 

Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance
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Todd Beiley Discusses KAR Small Cap Growth Strategy in Barron’s
August 30, 2017
KAR Portfolio Manager Todd Beiley Provides Insight Into the Holdings and Factors Behind the Portfolio’s Performance

In an article appearing in Barron’s, KAR Portfolio Manager Todd Beiley discusses the KAR Small-Cap Growth strategy and the factors behind its performance.

http://www.barrons.com/articles/small-caps-big-growth-1501906463

Chris Armbruster Quoted in U.S. News & World Report
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms
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Chris Armbruster Quoted in U.S. News & World Report
August 24, 2017
Armbruster Discusses Restaurants’ Use of Mobile and Digital Platforms

KAR Research Analyst Chris Armbruster was recently quoted in an U.S. News & World Report article titled “Investors May Want to Nibble on the Prepared Meals Trend,” where he discussed the use of mobile and digital applications by restaurant operators.
A link to the full article can be found here:

https://money.usnews.com/investing/buy-and-hold-strategy/articles/2017-08-16/investors-may-want-to-nibble-on-the-prepared-meals-trend

Doug Foreman Discusses Corporate Earnings in WSJ
KAR CIO Quoted on the Importance of Earnings to Market Index Performance
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Doug Foreman Discusses Corporate Earnings in WSJ
August 24, 2017
KAR CIO Quoted on the Importance of Earnings to Market Index Performance

KAR CIO Doug Foreman is quoted in a recent article in The Wall Street Journal about the improvement in corporate profitability and earnings growth.

A link to the full article can be found here: https://www.wsj.com/articles/global-stocks-rise-as-north-korea-pulls-back-threats-1502764693?mod=e2tw

KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.
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KAR’s Mid Cap Core Strategy Receives a Five-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's Mid Cap Core strategy earns a five-star ranking.

KAR’s Mid Cap Core strategy received a five-star Top Gun ranking for the Mid Cap Universe by Informa Investment Solutions’ PSN manager database. To achieve a five-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten performers for the latest three-year period ending March 31, 2017 become the Five-Star Top Guns.

KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.
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KAR’s International Small Cap Strategy Receives a Four-Star PSN Top Gun Ranking by Informa Investment Solutions
July 17, 2017
In PSN's Top Guns ranking for the first quarter 2017, KAR's International Small Cap re strategy earns a four-star ranking.

KAR’s International Small Cap strategy received a four-star Top Gun ranking for the International Equity Universe by Informa Investment Solutions’ PSN manager database. To achieve a four-star ranking, products must have an R-Squared of 0.80 or greater relative to the style benchmark for a five-year period ending March 31, 2017. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods ending March 31, 2017. The top ten performers for the latest three-year period ending March 31, 2017 become the Four-Star Top Guns.

Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays
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Doug Foreman Featured in ThinkAdvisor Slideshow Honoring Military Veterans
May 26, 2017
Doug Foreman was among the financial advisors recognized for their military service during the Memorial Day and Fourth of July holidays

KAR CIO Doug Foreman, a U.S. Navy veteran, was among the financial professionals recognized in ThinkAdvisor’s “Advisors Who Serve(d)” slideshow, which honors military veterans who are also financial advisors.

You can see Doug’s profile and all of the veterans that are featured here:

http://www.thinkadvisor.com/2017/05/26/honoring-advisors-who-served-memorial-day-2017?page=12&slreturn=1499705345

Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category
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Investment Advisor and Envestnet | PMC Name KAR Among the SMA Managers of the Year
May 03, 2017
KAR was named a SMA Manager of the Year in the U.S. Small Cap Equity category

KAR was named a “SMA Manager of the Year” in the U.S. Small Cap Equity category for its Small Cap Sustainable Growth strategy by Investment Advisor magazine and Envestnet | PMC. To determine the winners, Envestnet analysts identified outstanding managers in the separately managed account space, evaluating both qualitative and quantitative criteria, including investment process and style, performance, firm profile, customer service and tax efficiency.

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Doug Foreman Discusses Capex in CBS Money Watch
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.
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Doug Foreman Discusses Capex in CBS Money Watch
April 19, 2017
KAR CIO Doug Foreman was quoted in CBS Money Watch on the use of capital expenditures by companies today.

“Companies need less capex these days,” said Doug Foreman, chief investment officer of Kayne Anderson Rudnik, a Los Angeles investment manager. “The U.S. is more based on intellectual capital. Facebook needs little capex.”

A link to the full article can be found here:

http://www.cbsnews.com/news/overseas-corporate-cash-no-job-growth/

Doug Foreman Discusses Big Stocks in the Wall Street Journal
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.
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Doug Foreman Discusses Big Stocks in the Wall Street Journal
Investors Follow the Herd as 10 Big Stocks Power Market’s Gains
April 17, 2017
KAR CIO Doug Foreman was quoted in a recent article in The Wall Street Journal about the growth of several large-cap stocks in the first quarter of 2017.

Doug Foreman was quoted in today’s Wall St. Journal in the article “Just 10 Stocks Fuel Half of S&P’s Gains” in the Markets section. The article focuses on the fact that gains in a handful of stocks, mostly technology and internet, are responsible for 52.5% of the S&P 500’s advance in 2017 through this past Wednesday. Apple, Facebook and Amazon by themselves account for nearly a third of the increase.

“If these businesses keep growing then the stocks are going to keep going,” said Doug Foreman, chief investment officer and portfolio manager at Kayne Anderson Rudnick, which owns shares of Netflix Inc., Amazon and Facebook.

“All of these stocks are priced to grow and until they stop growing they will support their valuations,” said Mr. Foreman.

If you have a subscription to the online version of the Wall St. Journal, you can find the article here:

https://www.wsj.com/articles/investors-follow-the-herd-as-10-big-stocks-power-markets-gains-1492469729

KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.
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KAR Named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core Strategies
PSN Top Guns
February 27, 2017
Using a variety of performance-screening methods, PSN ranks products in six proprietary star categories in more than 50 universes. The rankings are widely used by institutional asset managers and investors.

KAR named ‘Manager of the Decade’ by PSN for Small Cap Core, Small Cap Sustainable Growth and Mid Cap Core strategies. This is the second year in a row for the Small Cap Core strategy. To be named a manager of the decade, the strategy must have returns greater than the style benchmark for the 10-year period ending December 31, 2016. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
Traders are betting that the ‘great rotation’ into stocks has arrived
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KAR CIO Doug Foreman Quoted in MarketWatch About Post-Election Rotation Into Stocks
MarketWatch
November 15, 2016
Traders are betting that the ‘great rotation’ into stocks has arrived

In the article, Mr. Foreman discusses the potential for a “great rotation” from bonds into stocks in the wake of Donald Trump’s presidential election. Read

Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
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Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year
Pensions & Investments
November 14, 2016
Pensions & Investments Ranks KAR's SCSG Strategy #1 for the Trailing One Year

Kayne Anderson Rudnick’s Small Cap Sustainable Growth strategy was recently ranked #1 for the trailing one year ending September 30, 2016 by Pensions & Investments.

The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
Investing in high-quality businesses with sustainable competitive advantages.
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The Wall Street Transcript Interviews Jon Christensen on KAR's Small Cap Sustainable Growth Strategy
The Wall Street Transcript
November 4, 2016
Investing in high-quality businesses with sustainable competitive advantages.

Jon Christensen, Portfolio Manager and Senior Research Analyst, discusses KAR’s Small Cap Sustainable Growth Strategy and the firm’s focus on high-quality businesses with sustainable competitive advantages.

KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
Here are 4 ways a steeper yield curve could drive other financial markets
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KAR CIO Doug Foreman is Quoted in a Steeper Yield Curve Article on MarketWatch
MarketWatch
November 1, 2016
Here are 4 ways a steeper yield curve could drive other financial markets

Doug Foreman, Chief Investment Officer, is quoted in the article “Here are 4 ways a steeper yield curve could drive other financial markets” by Joe Adinolfi featured on MarketWatch.com. The article discusses the change in debt yields, and its potential impact on financial markets. Mr. Foreman gives his thoughts on the yield curve for bank stocks. Read

PSN Ranks KAR's SCSG Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.
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PSN Ranks KAR's SCSG Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Sustainable Growth strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Sustainable Growth strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Ranks KAR's MCC Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.
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PSN Ranks KAR's MCC Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Mid Cap Core strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Mid Cap Core strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Name KAR's SCQV Strategy as a Top Gun
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.
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PSN Name KAR's SCQV Strategy as a Top Gun
PSN Top Guns
June 30, 2016
In PSN's Top Guns ranking for the second quarter 2016, KAR's Small Cap Quality Value strategy earns a three-star ranking.

Plan Sponsor Network ranked the firm’s Small Cap Quality Value strategy with its three-star Top Gun designation. Three stars indicates that the strategy ranked in the top 10 in its respective peer group for the 3-year period ending June 30, 2016. The strategy also ranked very high for the trailing one-year and five-year periods.

PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN names KAR's Small Cap Core strategy Manager of the Decade.
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PSN Names KAR's Small Cap Core Strategy as Manager of the Decade
PSN Top Guns
December 31, 2015
PSN names KAR's Small Cap Core strategy Manager of the Decade.

Plan Sponsor Network named KAR’s Small Cap Core strategy as Manager of the Decade. To be named a manager of the decade, the strategy has to be a top ten performer in the Small Cap Core universe for the 10 year period ending 12/31/15. The strategy must also have less risk than the benchmark.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

 

PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.
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PSN Names KAR's SMID Value Strategy as a Bear and Bull Master
PSN Top Guns
December 31, 2015
PSN ranks the firm's Small-Mid Cap Quality Value strategy as a Bear and Bull Master.

Plan Sponsor Network names our Small-Mid Cap Quality Value strategy as a Bear and Bull Master for the three-year period ending December 31, 2015. In order to earn this designation, the strategy must have an upside capture ratio over 100 and a downside capture ratio less than 100. The top 10 ratios of Upside Capture Ratio over Downside Capture Ratio becomes a Bear and Bull Master.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.
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PSN Ranks KAR's MCC Strategy as a 5-Star Top Gun
PSN Top Guns
December 31, 2015
PSN ranks KAR's Mid Cap Core strategy as a 5-star Top Gun.

Plan Sponsor Network ranked our Mid Cap Core strategy as a 5-star Top Gun which indicates a top 10 ranking in the Mid Cap Core universe for the five years ending 12/31/15.

The PSN database is a widely recognized database within the institutional marketplace containing data on more than 2,000 money managers and over 20,000 products.

InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.
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InvestmentNews Highlights KAR as a Recipient of its "Best Practices Award"
InvestmentNews Best Practices Award
February 23, 2015
InvestmentNews gives KAR its "Best Practices Award" highlighting our business' diversified services business model.

InvestmentNews gives KAR its “Best Practices Award” highlighting our business’ diversified services business model. The article also highlights our firm’s roots in investment management.