About Us: News & Awards

Read the latest news about KAR.

Spuds Powell Again Named America’s No. 1 Independent Financial Adviser by Barron’s
2018 is the second-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 sixth-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 18, 2018
2018 is the second-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 sixth-consecutive year he has been named among the top 10.

The magazine’s ranking of top 100 advisers is based on a survey of more than 100 data points, including the volume of assets overseen by the advisers and their teams, revenues generated and the quality of the advisers’ practices. Some 3,500 advisers are considered each year.

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.

International Small Caps Poised for Growth
Craig Thrasher, co-portfolio manager of Virtus KAR International Small-Cap Fund, sees huge opportunity in small companies abroad.
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International Small Caps Poised for Growth
September 4, 2018
Craig Thrasher, co-portfolio manager of Virtus KAR International Small-Cap Fund, sees huge opportunity in small companies abroad.

In this FA Magazine article, Craig Thrasher, co-portfolio manager of Virtus KAR International Small-Cap Fund, shares how he and the team at Kayne Anderson Rudnick select stocks of quality businesses poised for growth from an enormous, yet largely undiscovered, investable universe.

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.

Profile of KAR COO Jeannine Vanian in the Los Angeles Times
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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Profile of KAR COO Jeannine Vanian in the Los Angeles Times
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”

From her early days in Ethiopia and as a university student in Cairo, Jeannine Vanian developed and exhibited strong work ethic and drive as an independent woman. Her stint with Allan Rudnick led to her involvement in Kayne Anderson Rudnick when he and two others founded the firm in 1984. Since then Vanian has taken on various responsibilities within the company, becoming chief operating officer in 2005. Her key advice in leadership is to have “an open-minded attitude” and to be “willing to listen to other viewpoints before you jump to conclusions.”

WealthManagement.com Features Article by KAR Senior Wealth Advisor Sam Waltman
Focus on What You Can Control: Invest in Quality and Don’t Time the Markets" was published as part of the publication’s 2018 mid-year outlook series.
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WealthManagement.com Features Article by KAR Senior Wealth Advisor Sam Waltman
August 29, 2018
Focus on What You Can Control: Invest in Quality and Don’t Time the Markets" was published as part of the publication’s 2018 mid-year outlook series.

Sam Waltman discusses the shift today in the tone of conversations between wealth advisers and clients and poses the question of where investors should be looking to best meet their financial objectives. The article points to the importance of controlling what can be controlled while not trying to time the markets. Support for this advice includes the strong track record of focused investments in high-quality stocks over the long term.

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

 

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.

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 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.

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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.

San Francisco Business Times Ranks KAR Among the Largest Wealth Management Firms in the Bay Area
The San Francisco Business Times ranks KAR #16 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
San Francisco Business Times
June 24, 2016
The San Francisco Business Times ranks KAR #16 on its annual listing of the largest wealth management firms in the Bay Area.

The San Francisco Business Times ranks KAR #16 on its annual listing of largest wealth management firms in the Bay Area. The listing is ranked by local assets under management for individual client accounts.

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.

Press Release
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September 15, 2015
Original Title here
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