Adam Xiao, CFA

Portfolio Manager and Senior Research Analyst

Start Date
Industry: 2013
KAR: 2018
Research Experience: 2013
Sector Coverage

Small cap and mid cap financials, consumer discretionary, information technology, and industrials

Strategies Managed
Thematic Quality
Education
  • MBA, Columbia Business School
  • B.A., Operations Research and Management Science, University of California, Berkeley
Prior Work Experience
  • Equity Research Senior Associate – Diamond Hill Capital Management.
  • Equity Research Associate – Dodge & Cox

What Do You Enjoy Most About Your Job?
I find the work of investing a joy because of the continuous discovery and knowledge accumulation. I live for the moments when learning about a company, I realize there might be something special there and it sets me off on a thrilling chase to verify that inkling and to fully understand each aspect of the business that contributes to that specialness. Each incremental discovery adds to my understanding of business and competition. That feeling of growth keeps me motivated and excited throughout.

What Do You Enjoy Most About Working at KAR?
What I love the most about KAR is working with people who each individually have a deep passion for investing and a strong desire to continuously improve at it. I am invigorated every day by the atmosphere of shared striving to hone the craft. The best part of our entire team is that each member is warm, friendly and enthused to help you. The discussions we have, challenging our ideas and exploring new avenues of thinking, have each time made me better – and that is a feeling that I treasure.

What Are You Involved in Outside of Work?
Outside of the office, I spend a good amount of my time on fitness. I enjoy being active not only because of the endorphin rush post-workout but also because of the opportunity to get a little better and go a little further each time. I am also constantly on the lookout for new songs that move me, great fiction stories that resonate with me, comedians well-versed on the human condition and well-researched psychology lectures that can teach me about who we are.

This information is being provided by KAR for illustrative purposes only. Information contained on this site 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 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.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Adam Xiao, CFA

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