White Papers

Browse through the complete collection of our White Papers.

Thinking Beyond the Benchmark – SCSG
Finding the high-quality sweet spot with the Kayne Anderson Rudnick Small Cap Sustainable Growth strategy
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Thinking Beyond the Benchmark – SCQV
Finding the high-quality sweet spot with the Kayne Anderson Rudnick Small Quality Value strategy
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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.
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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 Small Cap Core
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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Surviving Spouse Checklist
An important tool during one's most difficult times
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Outsmarting Volatility Small Cap Quality Value
Find out how KAR’s Small Cap Quality Value portfolio may be able to outperform passive indexes, while avoiding steep losses over the long-term.
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Outsmarting Volatility Small Cap Sustainable Growth
Find out how KAR’s Small Cap Sustainable Growth portfolio may be able to outperform passive indexes, while avoiding steep losses over the long-term.
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