For clients seeking equity portfolio management, we offer actively managed strategies grounded in a disciplined investment approach and rigorous fundamental research.
Drawing on the firm’s longstanding commitment to quality investing, we seek to identify businesses with durable competitive advantages, strong financial characteristics, and management teams focused on long-term value creation.
Managed by our in-house equity team, our portfolios are designed with a commitment to:
High-quality businesses
Disciplined investment decision-making
Active portfolio management
Thoughtful risk management
Long-term wealth creation
Ready to discuss an equity portfolio tailored to your goals? Contact us today.
We seek to find durable companies that can resist competitive forces and thereby produce high and enduring profitability.
We favor management teams that think and act like long-term owners.
Together, our evaluation of these elements determine if a business meets the KAR definition of high quality.
For more than 40 years, KAR has managed proprietary equity strategies for institutional investors. Our strategies are grounded in the same disciplined investment philosophy and span a range of market capitalizations, investment styles, and global markets.
U.S. Equity Strategies
Small Cap, Small-Mid Cap, Mid Cap, Large Cap, Equity Income
International & Global Equity Strategies
International Small-Mid Cap, Global Small Cap, Developing Markets, Emerging Markets Small Cap
Specialized Equity Strategies
Health Sciences, Thematic Quality, and other focused investment opportunities
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