News & Awards

Read the latest news about KAR.

Spuds Powell Ranked on Forbes 2021 “America’s Top Wealth Advisors” List
Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “America’s Top Wealth Advisors” list for 2021. Powell and his team have been ranked among the top 100 on Forbes “America’s Top Wealth Advisors” list for the third consecutive year.
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Spuds Powell Ranked on Forbes 2021 “America’s Top Wealth Advisors” List
September 8, 2021
Spuds Powell, Managing Director for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “America’s Top Wealth Advisors” list for 2021. Powell and his team have been ranked among the top 100 on Forbes “America’s Top Wealth Advisors” list for the third consecutive year.

For additional information on the ranking, visit: https://www.forbes.com/top-wealth-advisors/#5bf3382c1a14.

 

“On behalf of the KAR Executive Committee, we congratulate Spuds Powell and his team on being recognized by Forbes as a top wealth advisor in America for the third straight year,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “Spuds’ commitment to maintain the highest level of integrity and honesty to his work with clients is exactly the guiding principle in which our firm was founded on.”

 

According to R.J. Shook, President of Shook Research, Forbes ranking of the top wealth advisors in America from wirehouses, independent broker-dealers and RIAs, is based on an algorithm of qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

 

Members of Kayne Anderson Rudnick’s wealth management team also appeared on Forbes’ 2021 list of the “Best in State Wealth Advisors” and ranked first overall in Barron’s 2020 list of “Top 100 Independent Financial Advisors” list for the fourth consecutive year.

 

About Kayne Anderson Rudnick

Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $61.2 billion in assets under management as of June 30, 2021. The company manages assets for corporations, endowments, foundations, public entities and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

Surviving Spouses Pose Tricky Relationships for Advisors
“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell
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Surviving Spouses Pose Tricky Relationships for Advisors
August 16, 2021
“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell

Spuds connected with Jeff Stimpson of Financial Advisor Magazine to discuss the hardships that come with being financially independent following the loss of a spouse and how he tries to step in as his client’s confidant and advocates for their interests.  Click here to read Spuds’ full quote: https://bit.ly/3CTl0QD

 

Spuds Powell quoted in Forbes
Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finances Democrats’ $3.5 Trillion Spending Plan
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Spuds Powell quoted in Forbes
August 13, 2021
Wealth Managers And Their Clients Wait Nervously For The Tax Hikes That Will Finances Democrats’ $3.5 Trillion Spending Plan

A potential increase in taxes has been at the forefront of client conversations, though Spuds Powell is preaching patience. Spuds believes there will be a tax increase of some kind, but not at a level where he is advising clients to make dramatic changes in order to mitigate the increase—risking the loss of a potential gain and getting hit with a retroactive tax hike in the end regardless.

“It’s common for people to make the mistake of being so focused on either minimizing or avoiding taxes, that they end up making decisions that compromise their investment portfolio.”

Spuds believes the worst mistake an investor can make is letting their emotions – especially fear – impact their investments.

Click here to read the article (a subscription may be required to access).

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

Spuds Powell's Citywire Profile
In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.
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Spuds Powell's Citywire Profile
'Trust and confidence': how one advisor forges personal bonds with widowed clients
July 21, 2021
In his recent Citywire profile, Spuds Powell, Managing Director, details how he steps in immediately as his client’s confidant, advocating for their best interests and driving discussions with their remaining team of financial professionals such as insurance agents, attorneys, accountants, etc.

Independently managing financial obligations during a period of loss can seem frightening and almost impossible, especially if you had no prior involvement in family finances.

For Spuds, everything starts with developing deep, personal relationships with clients from the beginning so they know they can rely on him to navigate any life circumstance.

“The key is to express genuine and authentic interest in them and their spouse and their families, how they’re feeling, what their worries are, what keeps them up at night. Ask really good questions. Be a great listener. Be present.”

 

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.
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.

San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
The San Francisco Business Times ranks KAR #11 on its annual listing of the largest wealth management firms in the Bay Area.
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San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
Largest Bay Area Wealth Management Firms
February 23, 2021
The San Francisco Business Times ranks KAR #11 on its annual listing of the largest wealth management firms in the Bay Area.

The listing is ranked by local assets under management for individual client accounts.

 

A link to the full article can be found here: https://www.bizjournals.com/sanfrancisco/subscriber-only/2020/06/05/largest-bay-area-wealth-management.html?b=1591257542%5E21684558

Thomas Connaghan Ranked on Forbes “Best-in-State Wealth Advisors” List for California
Connaghan recognized under San Francisco’s ‘High Net Worth’ designation
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Thomas Connaghan Ranked on Forbes “Best-in-State Wealth Advisors” List for California
February 11, 2021
Connaghan recognized under San Francisco’s ‘High Net Worth’ designation

LOS ANGELES — February 11, 2021— Thomas Connaghan, Senior Wealth Advisor for Kayne Anderson Rudnick Wealth Advisors, has ranked on Forbes “Best-in-State Wealth Advisors” list for 2021. Connaghan has ranked among California’s top wealth advisors on Forbes “Best-in-State Wealth Advisors” list for the second consecutive year.

 

For additional information on the ranking, visit: https://www.forbes.com/best-in-state-wealth-advisors/#6434c433291d.

 

“Tom’s customized, dynamic financial planning, and singular focus on building long-term relationships is evident and reflected in this honorable ranking,” said Stephen A. Rigali, Kayne Anderson Rudnick Executive Managing Director and Member of the Executive Management Committee. “The KAR Executive Committee congratulates Tom Connaghan and his team on being recognized by Forbes as a top wealth advisor in San Francisco, California for the second straight year.”

According to R.J. Shook, President of Shook Research, Forbes ranking of the top wealth advisors in America from wirehouses, independent broker-dealers and RIAs, is based on an algorithm of qualitative criteria, mostly gained through due diligence interviews, and quantitative data. SHOOK Research uses an algorithm which weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and approach to working with clients.

 

Members of Kayne Anderson Rudnick’s wealth management team also appeared on Forbes’ 2021 list of the “America’s Top Wealth Advisors” and ranked first overall in Barron’s 2020 list of “Top 100 Independent Financial Advisors” list for the fourth consecutive year.

 

About Kayne Anderson Rudnick

Kayne Anderson Rudnick is an investment and wealth advisory firm founded in 1984 by John Anderson (a Forbes 400 billionaire and the benefactor of UCLA’s Anderson School of Management). Based in Los Angeles, the firm has $61.2 billion in assets under management as of June 30, 2021. The company manages assets for corporations, endowments, foundations, public entities and high net worth individuals. With over 30 years of experience, the firm is known for its commitment to high quality in its business practices, investment strategies and wealth solutions.

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 Tom Connaghan Featured on WealthBriefing.com
KAR Senior Wealth Advisor Tom Connaghan authored an article in WealthBriefing.com
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KAR's Tom Connaghan Featured on WealthBriefing.com
October 7, 2020
KAR Senior Wealth Advisor Tom Connaghan authored an article in WealthBriefing.com

A sister publication of Family Wealth Report, titled “What Advisors Should Avoid When Working From Home.” Read Connaghan’s dos and don’ts for effective client communications and successful portfolio management.

 

https://www.wealthbriefing.com/html/article.php?id=188751#.X33bPmhKiUl

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

KAR Senior Wealth Advisor Dustin Gale Featured in WealthManagement.com
KAR Senior Wealth Advisor Dustin Gale has a featured byline article in WealthManagement.com’s 2020 Midyear Outlook
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KAR Senior Wealth Advisor Dustin Gale Featured in WealthManagement.com
August 31, 2020
KAR Senior Wealth Advisor Dustin Gale has a featured byline article in WealthManagement.com’s 2020 Midyear Outlook

“Time to Check Your Risk Tolerance?” discusses the importance of making sure an investor’s risk tolerance reflects their actual behavior and then allocating the right mix of assets to minimize fear and anxiety during periods of market volatility.

 

https://bluetoad.com/publication/?i=671224&article_id=3748608&view=articleBrowser&ver=html5

 

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 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 Wealth Manager Spuds Powell Was Quoted in Barron's
Putting Values at the Center of Wealth Planning
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KAR Wealth Manager Spuds Powell Was Quoted in Barron's
May 29, 2020
Putting Values at the Center of Wealth Planning

KAR Wealth Manager Spuds Powell was quoted in a Barron’s article titled “Putting Values at the Center of Wealth Planning.” Powell shared his thoughts on structuring charitable giving for the younger generation.

https://www.barrons.com/articles/how-to-instill-values-when-teaching-kids-about-money-51590192190

 

KAR Senior Wealth Advisor Darnel Bentz Was Quoted in PlanAdviser
The Pull of Managed Accounts: Protection in Downturns
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KAR Senior Wealth Advisor Darnel Bentz Was Quoted in PlanAdviser
May 7, 2020
The Pull of Managed Accounts: Protection in Downturns

KAR Senior Wealth Advisor Darnel Bentz was quoted in PlanAdviser in an article titled “The Pull of Managed Accounts: Protection in Downturns.” Bentz supports the idea that actively managed accounts, especially during periods of volatility, have the flexibility to take more active positions and overweight or underweight sectors versus target-date funds that may mirror a broad-based index with hundreds of stocks. They also allow for tax-loss harvesting.

https://www.planadviser.com/exclusives/pull-managed-accounts-protection-downturns/

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.
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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:
The Atlantic Quotes KAR Senior Wealth Advisor Dustin Gale
How much inheritance is too much?
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The Atlantic Quotes KAR Senior Wealth Advisor Dustin Gale
January 9, 2020
How much inheritance is too much?

Dustin Gale – The Atlantic

How much inheritance is too much? KAR senior wealth advisor Dustin Gale is quoted in The Atlantic among other advisors addressing this must-read topic.

https://www.theatlantic.com/family/archive/2019/10/big-inheritances-how-much-to-leave/600703/?utm_source=feed

WealthManagement.com Publishes KAR Senior Wealth Advisor Kevin O'Regan
KAR’s Senior Wealth Advisor Kevin O’Regan shares his 2020 market forecast with wealthmanagement.com. Learn how he recommends to prepare for 2020 and beyond.
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WealthManagement.com Publishes KAR Senior Wealth Advisor Kevin O'Regan
January 9, 2020
KAR’s Senior Wealth Advisor Kevin O’Regan shares his 2020 market forecast with wealthmanagement.com. Learn how he recommends to prepare for 2020 and beyond.
Spuds Powell Again Named America’s No. 1 Independent Financial Adviser by Barron’s
2019 is the third-consecutive year that Powell, managing director of KAR Wealth Advisors, was ranked first on the Barron’s Top 100 Independent Financial Advisors list. It is also the seventh-consecutive year he has been named among the top 10.
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Spuds Powell Again Named America’s No. 1 Independent Financial Adviser by Barron’s
September 26, 2019
2019 is the third-consecutive year that Powell, managing director of KAR Wealth Advisors, was ranked first on the Barron’s Top 100 Independent Financial Advisors list. It is also the seventh-consecutive year he has been named among the top 10.

Barron’s ranking of the Top 100 Independent Financial Advisors reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 

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.

KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
Powell discusses the single-women demographic in wealth management and how to engage in navigating the “suddenly single” challenge
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KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
KAR Wealth Advisors Managing Director Spuds Powell Featured on Family Wealth Report
February 1, 2019
Powell discusses the single-women demographic in wealth management and how to engage in navigating the “suddenly single” challenge

Whether because of the death of a spouse or by divorce, many women, typically older, are left finding themselves “suddenly single” and needing to manage money in a significant or new way. Powell says it’s easy for them to “neglect steps they should be taking” out of emotional distress. The key, he says, is “to earn your clients trust and confidence so they feel totally comfortable asking any questions.”

Allen Kim quoted in U.S. News & World Report
Kim discusses current market conditions and some of the “best high-growth investments for retirement”
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Allen Kim quoted in U.S. News & World Report
Allen Kim quoted in U.S. News & World Report
January 28, 2019
Kim discusses current market conditions and some of the “best high-growth investments for retirement”

Kim, Kayne Anderson Rudnick’s director of investment solutions, advises tech-focused high-growth stocks might be an area to consider for retirement investors, as these stocks can provide “a fundamental bottom-up strategy” with strong long-term returns. Other stock categories and funds Kim recommends include a target-date fund that historically has delivered “outsized returns from mid- to small-cap international investments” and an “innovation” ETF that incorporates an active management approach.

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.

WealthManagement.com Publishes Article by KAR Senior Wealth Advisor Matt Hanson
“Expect Volatility, Ensure a Solid Plan” was published as part of the publication’s 2019 market outlook issue
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WealthManagement.com Publishes Article by KAR Senior Wealth Advisor Matt Hanson
January 3, 2019
“Expect Volatility, Ensure a Solid Plan” was published as part of the publication’s 2019 market outlook issue

Matt Hanson points to the volatility inherent in global markets and recommends investors maintain their long-term objectives rather than try to make changes to their portfolios driven by episodic pullbacks. He provides actionable advice, calling for investors to check their financial plan and portfolios, to consider alternatives, and to upgrade the quality of their investment holdings.

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.

 

Matt Hanson Quoted in U.S. News & World Report
Senior Wealth Advisor Matt Hanson was featured in an article titled “8 Do’s and Don'ts During Market Volatility”
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Matt Hanson Quoted in U.S. News & World Report
Matt Hanson Quoted in U.S. News & World Report
June 18, 2018
Senior Wealth Advisor Matt Hanson was featured in an article titled “8 Do’s and Don'ts During Market Volatility”

The article provides tips on how to approach and navigate choppy markets. In supporting the advice “Don’t let emotions take over,” Matt says that “less is more during volatile times” and advises against taking immediate action driven by emotions, as “a bad volatility-induced trade can be hard to recover from later on.”

Sam Waltman Quoted in U.S. News & World Report Article
Senior Wealth Advisor Sam Waltman was featured in an article titled “How to Teach Your Parents to Invest”
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Sam Waltman Quoted in U.S. News & World Report Article
Sam Waltman Quoted in U.S. News & World Report Article
June 18, 2018
Senior Wealth Advisor Sam Waltman was featured in an article titled “How to Teach Your Parents to Invest”

The article highlights the importance of investing for retirement and how adult children might need to guide their parents in that endeavor. It provides several points of advice, including how the children should be collaborators rather than lecturers and how a portfolio should be diversified with quality investments. “When choosing individual investments, look for quality,” says Sam Waltman. “Riskier, low-quality investments are the first ones to sell off in a downturn.” He also adds that investors “should keep some cash on hand” and not put everything into the market, so as to help avoid forced selling during down markets.

Article by Kim Friedricks on Financial Planning
KAR Managing Director of Fixed Income Kim Friedricks emphasizes the strengths of separately managed accounts in the article titled “Adding Value by Investing in SMAs
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Article by Kim Friedricks on Financial Planning
Article by Kim Friedricks on Financial Planning
June 18, 2018
KAR Managing Director of Fixed Income Kim Friedricks emphasizes the strengths of separately managed accounts in the article titled “Adding Value by Investing in SMAs

The article is part of Financial Planning’s latest 30 Days 30 Ways series, which evaluates fixed-income opportunities when interest rates are rising. It highlights the opportunities that can arise when rates rise, despite the potential threat to bond prices. The dynamic nature of short- and long-term interest rates creates room for individually managed portfolios to benefit over passive participation in funds. Such benefits include the ability of active investment managers to buy individual bonds at opportunistic prices when fund investors get spooked and sell, as well as the ability of active managers to time their trades.

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.”

Randy Allen Featured in InvestmentNews
Senior Wealth Advisor Randy Allen was featured in the article “Advisers push retired clients to embrace investment risk.”
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Randy Allen Featured in InvestmentNews
May 9, 2018
Senior Wealth Advisor Randy Allen was featured in the article “Advisers push retired clients to embrace investment risk.”

The article highlights challenges faced by wealth advisers in helping clients who are in or nearing retirement to frame the idea of risk. Many retirees, say advisers, can become overly conservative with their investments, which may not be the best way to allocate assets especially given today’s interest rates that are still very low historically. KAR’s Randy Allen speaks to the importance of doing the “planning on the front end,” which can help clients see “the cost of getting too conservative” and help “reshape their feelings about risk.”

KAR Wealth Advisory Group Ranked No. 7 in CA on Barron’s 2018 List
Spuds Powell and his team made Barron’s latest list of the top 1,200 financial advisors nationwide. This is the 5th-straight year that KAR has been ranked among the top 10 in California on this annual list.
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KAR Wealth Advisory Group Ranked No. 7 in CA on Barron’s 2018 List
March 20, 2018
Spuds Powell and his team made Barron’s latest list of the top 1,200 financial advisors nationwide. This is the 5th-straight year that KAR has been ranked among the top 10 in California on this annual list.

The Top 1,200 ranking is the “largest, most comprehensive listing” printed by Barron’s. It covers both independent advisors who run their own practices and advisors from big Wall Street firms. Barron’s determines the rankings based on various factors including assets under management, revenue generated by the advisors and the quality of their practices.

https://goo.gl/hVR86E

 

Forbes Ranks Spuds Powell and Tom Connaghan Among Best Wealth Advisors in CA
Spuds Powell, managing director of KAR Wealth Advisors, was ranked No. 13 on the 2018 “Best-in-State Wealth Advisors” list by Forbes in the California (South) category. Senior Wealth Advisor Tom Connaghan was ranked No. 58 in the California (North) category.
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Forbes Ranks Spuds Powell and Tom Connaghan Among Best Wealth Advisors in CA
March 20, 2018
Spuds Powell, managing director of KAR Wealth Advisors, was ranked No. 13 on the 2018 “Best-in-State Wealth Advisors” list by Forbes in the California (South) category. Senior Wealth Advisor Tom Connaghan was ranked No. 58 in the California (North) category.

The Best-in-State Wealth Advisors list names more than 2,000 top-performing advisors nationwide, with 138 entries in the California (South) category and 118 names in the California (North) category.

https://goo.gl/BR6ztW

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#

Spuds Powell Featured in Los Angeles Business Journal
Spuds Powell was featured in Los Angeles Business Journal column titled “Westside Remix: Spuds, Tiger, Flamethrowers”
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Spuds Powell Featured in Los Angeles Business Journal
February 22, 2018
Spuds Powell was featured in Los Angeles Business Journal column titled “Westside Remix: Spuds, Tiger, Flamethrowers”

The L.A. Business Journal’s column features Spuds Powell, managing director of Kayne Anderson Rudnick Wealth Advisors, for his No. 1 ranking in the Barron’s list of top 100 independent wealth advisors of 2017. The column highlights KAR as a “local stalwart” that competes with Wall Street giants while providing focused care to clients.

http://labusinessjournal.com/news/2018/feb/16/westside-remix-spuds-tiger-flamethrowers/

Darnel Bentz Featured in The Wall Street Journal
Senior Wealth Advisor Darnel Bentz was featured in an adviser profile in The Wall Street Journal, titled “On Forging Deep Client Relationships.”
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Darnel Bentz Featured in The Wall Street Journal
February 7, 2018
Senior Wealth Advisor Darnel Bentz was featured in an adviser profile in The Wall Street Journal, titled “On Forging Deep Client Relationships.”

Darnel Bentz, a senior wealth adviser at Kayne Anderson Rudnick Wealth Advisors, shares his background in the WSJ article, including how he started on the road to a career in finance. He also discusses his commitment to initiating and managing client relationships himself and provides an overview of some key investment strategies KAR employs in managing client wealth.

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.

Tom Connaghan Featured in WealthManagement.com Magazine
Tom Connaghan authored the article "Time to Check Complacency and Check Up on Portfolio" for the magazine's 2017 year-end outlook issue.
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Tom Connaghan Featured in WealthManagement.com Magazine
January 3, 2018
Tom Connaghan authored the article "Time to Check Complacency and Check Up on Portfolio" for the magazine's 2017 year-end outlook issue.

Kayne Anderson Rudnick senior wealth advisor Tom Connaghan says a “portfolio checkup” is in order as investors navigate a time of elevated valuation and low market volatility that perhaps have created room for investor complacency. The piece advises investors to review their assets and consider ways to prepare for a market correction.

Spuds Powell Featured in Barron’s Roundtable
Spuds Powell was featured in a Barron’s article titled “Investment Advisors Take Wary Views From on High.
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Spuds Powell Featured in Barron’s Roundtable
January 3, 2018
Spuds Powell was featured in a Barron’s article titled “Investment Advisors Take Wary Views From on High.

Spuds Powell, managing director of Kayne Anderson Rudnick Wealth Advisors, participated in a roundtable by Barron’s that focused on ways to prepare clients for 2018. The discussion featured five individuals from the publication’s list of the top 100 independent advisors of 2017, on which Spuds was ranked No. 1. In the article, Spuds discusses implications of tax reform, opportunities in foreign markets and a potential market correction.

InvestmentNews Ranks KAR Among Largest RIAs
KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California.
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InvestmentNews Ranks KAR Among Largest RIAs
December 22, 2017
KAR was listed by InvestmentNews as the 10th biggest RIA in the U.S. and 4th in California.

In its 2017 RIA Rundown, a ranking of more than 1,900 fee-only registered investment advisory firms, InvestmentNews listed Kayne Anderson Rudnick at No. 10 nationally and No. 4 in California. The rankings are based on total assets under management reported as of November 1, 2017.

Spuds Powell Featured in the Wall Street Journal
Spuds Powell was quoted in an article in the Wall Street Journal yesterday titled “What to Consider Before You Dash Into Cash.”
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Spuds Powell Featured in the Wall Street Journal
December 4, 2017
Spuds Powell was quoted in an article in the Wall Street Journal yesterday titled “What to Consider Before You Dash Into Cash.”

“Instead of waiting for a market correction and then trying to figure out whether it’s a good time to reinvest, develop a plan for buying stocks in advance, says Spuds Powell, managing director of Los Angeles-based advisory firm Kayne Anderson Rudnick. Leaving the decision until stocks are plummeting is a bad idea, because many people become paralyzed by worry that the bottom will be a lot farther down, he says.”

“A solution used by Mr. Powell of Kayne Anderson Rudnick is to design a portfolio, or a portion of a portfolio, that distributes a steady flow of income each month from a combination of interest payments and dividends. “When people see that regular stream of income, it goes a long way toward eliminating the anxiety some have about the market,” Mr. Powell says.”

Copies of the full article are attached.

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

Spuds Powell Featured in the Pacific Coast Business Times
Spuds Powell was featured in the Pacific Coast Business Times as a panelist for The Investor Roundtable in their Fall Economic Forecast edition.
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Spuds Powell Featured in the Pacific Coast Business Times
November 15, 2017
Spuds Powell was featured in the Pacific Coast Business Times as a panelist for The Investor Roundtable in their Fall Economic Forecast edition.
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

Darnel Bentz Quoted on CNBC.com
Darnel was featured in an article titled “3 Simple Tax Tricks Just for Retirees.”
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Darnel Bentz Quoted on CNBC.com
October 21, 2017
Darnel was featured in an article titled “3 Simple Tax Tricks Just for Retirees.”
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.”
KAR Ranked #1 on Barron's List of Top 100 Independent Advisors
The ranking is based on a survey of more than 3,500 advisors
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KAR Ranked #1 on Barron's List of Top 100 Independent Advisors
September 18, 2017
The ranking is based on a survey of more than 3,500 advisors

KAR was recently ranked #1 in the 2017 edition of Barron’s Top 100 Independent Advisors list, making it the fifth consecutive year that KAR has ranked in the top 10, and the first time the firm has received the top ranking. This ranking is based on a survey of more than 3,500 advisors.

http://webreprints.djreprints.com/54178.pdf

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

 

 

Spuds Powell Featured in WSJ Adviser Profile
Powell discusses KAR Wealth Management, Investment Objectives and Alternatives in the Profile
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Spuds Powell Featured in WSJ Adviser Profile
September 5, 2017
Powell discusses KAR Wealth Management, Investment Objectives and Alternatives in the Profile

Spuds Powell, KAR Managing Director, is featured in a WSJ Adviser Profile, where he discusses his background, practice, working with clients and preferred investments.

Spuds Powell Discusses Wealth Management for Singles and Widowers with Investor’s Business Daily
Powell Addresses Role of Advisors in Assisting Single or Widowed Clients
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Spuds Powell Discusses Wealth Management for Singles and Widowers with Investor’s Business Daily
September 4, 2017
Powell Addresses Role of Advisors in Assisting Single or Widowed Clients

KAR Managing Director Spuds Powell shares with Investor’s Business Daily about how he advises his single or widowed clients, who may have circumstances that are different than his married clients.

 

http://www.investors.com/news/management/financial-advisor-briefing/singles-come-with-their-own-set-of-issues-sensitivities/

 

Spuds Powell’s Mid-Year Outlook Featured in WealthManagement.com
Powell Discusses Trump Bump and Pullback Panic
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Spuds Powell’s Mid-Year Outlook Featured in WealthManagement.com
August 31, 2017
Powell Discusses Trump Bump and Pullback Panic

In his mid-year outlook, Spuds Powell, Managing Director for Kayne Anderson Rudnick, discusses several critical economic markers and what they mean for the global economy.

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 in the News: Investor's Business Daily
Tom Connaghan Shares His Travel Experiences with Investor’s Business Daily.
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KAR in the News: Investor's Business Daily
August 11, 2017
Tom Connaghan Shares His Travel Experiences with Investor’s Business Daily.

Advisor Discusses How His Travels Aids His Advisory Practice

In the article, titled “Globe Trotting Advisors Apply Worldly Perspective to Help Clients,” Tom Connaghan discusses his time in Tokyo and how it helps his advisory practice. http://www.investors.com/news/management/financial-advisor-briefing/globe-trotting-advisors-apply-worldly-perspective-to-help-clients/

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.

San Francisco Business Times Ranks KAR on Top Wealth Management List
San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area.
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San Francisco Business Times Ranks KAR on Top Wealth Management List
July 16, 2017
San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area.

San Francisco Business Times ranks KAR 17th on its annual list of top wealth management firms in the Bay Area. The list is ranked by Bay Area assets under management for individual client accounts.

Please find the article here:

https://www.bizjournals.com/sanfrancisco/subscriber-only/2017/06/16/wealth-management-firms.html

InvestmentNews Ranks KAR in its RIA Rundown 2017
InvestmentNews ranks KAR as the 10th largest RIA nationally and the 4th largest in California
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InvestmentNews Ranks KAR in its RIA Rundown 2017
June 05, 2017
InvestmentNews ranks KAR as the 10th largest RIA nationally and the 4th largest in California

In its 2017 annual RIA Rundown, InvestmentNews ranks KAR as the 10th largest fee-only Registered Investment Advisor (RIA) nationally and the 4th largest RIA in California, based on total assets under management.

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.

Read article

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 Welcomes Matthew Hanson as Senior Wealth Advisor to New Boston Office
We are excited to welcome Matthew Hanson as Senior Wealth Advisor in our new Boston Office.
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KAR Welcomes Matthew Hanson as Senior Wealth Advisor to New Boston Office
April 11, 2017
We are excited to welcome Matthew Hanson as Senior Wealth Advisor in our new Boston Office.

Read the press release!

KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors
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KAR Receives High Ranking in California on Barron's 2017 Top Advisor List
Barron's Top Advisors in Califronia
March 14, 2017
KAR was ranked #6 in California on Barron's annual state-by-state ranking of America's top 1,200 financial advisors

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states. Kayne Anderson Rudnick was ranked in the top 10 in California for the fourth straight year.

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 Named One of the Top Fee-Only RIAs
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.
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KAR Named One of the Top Fee-Only RIAs
InvestmentNews - Western RIA Success Stories
December 05, 2016
InvestmentNews ranks KAR #6 in its list of top western fee-only RIAs.

In its 2016 Western RIA Success Stories, InvestmentNews ranked Kayne Anderson Rudnick #6 in its list of top western fee-only RIAs. The ranking is based on total assets under management.

 

 

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.

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

Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors
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Barron's Ranks KAR #3 in its Top 100 Independent Advisors Ranking
Barron's Top 100 Independent Advisors Ranking
September 13, 2016
Barron's Ranks KAR #3 in its 2016 annual ranking of Top 100 Independent Advisors

Kayne Anderson Rudnick was recently ranked #3 on Barron’s 2016 list of “Top 100 Independent Financial Advisors.” This recognition makes it 4 years in a row that KAR has been highlighted among the Top 10 in the country by Barron’s. To be considered for inclusion, wealth advisors were required to complete an extensive questionnaire regarding their advisory practice. The editors at Barron’s then focused on the overall quality of the practice, employing a proprietary formula to screen and rank the pool of candidates. This is the tenth annual ranking by Barron’s, and we believe the prominent inclusion of our firm reflects not only the recent growth of our business but also our continued focus on delivering outstanding service, high-quality investment strategies, and superior wealth management solutions to our clients.

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.

InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.
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InvestmentNews Ranks KAR in its Top 25 Fee-Only RIAs List
Investment News Top 25 Fee-Only RIAs
June 06, 2016
InvestmentNews ranks KAR #17 in its list of top 25 fee-only RIAs.

In its 2016 annual RIA Rundown, InvestmentNews ranked Kayne Anderson Rudnick #17 in its top-25 list of fee-only RIAs. The ranking is based on total assets under management.

Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.
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Barron's Ranks KAR in the Top 10 Among Top Financial Advisors in California
Barron's Top Advisors in California
March 09, 2016
Barron's ranks KAR in the Top 10 in its 2016 annual ranking of top financial advisors in California.

In Barron’s annual list of the Top 1,200 Financial Advisors from all 50 states, Kayne Anderson Rudnick was ranked in the top 10 in California for the third straight year.

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.

PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.
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PAM Magazine Awards KAR "Best Fund Product for HNW Clients"
February 02, 2015
Private Asset Management magazine awards KAR "Best Fund Product for High-Net-Worth Clients" for our International Small Cap and Emerging Markets Small Cap strategies.

Kayne Anderson Rudnick received Private Asset Management Magazine’s 2015 Award for “Best Fund Product for High-Net-Worth Clients” for our International Small Cap and Emerging Markets Small Cap strategies.