White Papers

Browse though the complete collection of our White Papers.

Implications of the Yield Curve Inversion
The yield on the 10-year U.S. Treasury note fell below the yield of the 2-year note (2/10 yield curve) for the first time since 2007.
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Myths of International Small-Cap Investing
Examine and challenge a number of common misconceptions investors have about international small-cap investing. We aim to show that non-U.S. small stocks can be an effective source of diversification in a well-constructed and actively managed portfolio.
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Discovering Mid-Caps
The Mid-Cap segment of the equity market is an overlooked category
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Managing Concentrated Stock Positions
A concentrated equity position, while it may provide added potential for profit, can significantly increase investment risk. It is important to evaluate the potential risks associated with owning this position. Read about some of the major risks involved and various strategies to mitigate them.
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Thinking Beyond the Benchmark SMID
Find out how higher quality and lower risk measures of the KAR Small-Mid Cap Core portfolio can lead to greater risk-adjusted performance versus the broader stock market over time.
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Fixed Income in a Rising Rates Environment
Interest rates are on the rise. What does this mean for your fixed-income investment? Read about the factors affecting yields and the potential for individually managed fixed-income portfolios to be standouts in today’s environment.
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Trump Tariffs Commentary
KAR offers its perspective on the tariffs the Trump administration imposed
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Outsmarting Volatility
Find out how KAR’s Small Cap Core portfolio may be able to outperform passive indexes, while avoiding steep losses over the long-term.
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Asset Allocation in a Trump Market
KAR offers guidance on whether or not investors should make adjustments to their portfolios to keep up with the recent stock market rally.
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KAR’s Alternative Investment Capabilities
KAR's Alternative Investment Capabilities
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Thinking Beyond the Benchmark – SCC
Finding the high-quality sweet spot with the Kayne Anderson Rudnick Small Cap Core strategy
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The Case for 529 College Savings Plans.
Learn more about the different types of college savings plans and which one is right for you.
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The Case for Quality
Investing in high-quality businesses
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The Case for a Concentrated Portfolio
Commentary on the benefits of owning a concentrated portfolio
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Surviving Spouse Checklist
An important tool during one's most difficult times
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The Case for International Small Cap
Commentary on the benefits of owning international small caps
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The Case for Emerging Markets Small Caps
Commentary on the benefits on owning emerging markets small caps
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