Press Release

KAR Small Cap Quality Select Strategy Named Top Performing Strategy for 2023

May 22, 2024

Pensions & Investments

The Kayne Anderson Rudnick Small Cap Quality Select (SCQS) strategy was mentioned in a Pensions & Investments article, which highlights that it was ranked as Morningstar’s top-performing domestic equity strategy for 2023. For more, read the full article here: https://bit.ly/48GwaXx

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The Pensions & Investments’ Top-Performing Managers report was published on March 5, 2024, and covers overall U.S. equity separate accounts for one year; overall U.S. equity separate accounts for five years; overall U.S. equity CITs for one year; and overall U.S. equity CITs for five years ending December 31, 2023. KAR did not pay any fees to participate in the ranking or fees for a license to reprint and distribute the results of the ranking. All data for the Pensions & Investments’ Top-Performing Managers report is provided from Morningstar’s global separate account/collective investment trust database. The data for the separate account and CIT rankings on which the story is based was pulled February 21, 2024. Please see historical performance for the Small Cap Quality Select strategy in this factsheet.

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article 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.

Past performance is no guarantee of future results.