Head of Research Todd Beiley discussed with Debbie Carlson of Barron’s how Kayne Anderson Rudnick generated strong returns amidst a volatile 2023. Todd highlights the Virtus KAR Small Cap Growth Fund and how there’s a strong emphasis on fundamental research as KAR looks for quality companies. For more, read the full Barron’s article here: https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf
Barron’s fund rankings are measured by each funds’ performance against all other funds in its LSEG Lipper category, with a percentile ranking of 100 being the highest and 1 the lowest. The result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that performance boosts the overall ranking, while poor performance in the biggest funds will hurt a firm’s ranking. To be included in the ranking a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. For additional information regarding Barron’s ranking methodology please refer to the end of the article reprint located here. https://www.virtus.com/assets/files/7v0/barrons_best_fund_families_2024.pdf
