KayneCast: Kayne Anderson Rudnick’s Podcast Channel

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 32:19:51
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Sinopsis

KayneCast is the official podcast series of Kayne Anderson Rudnick Investment Management. Kayne Anderson Rudnick provides this communication as a matter of general information. The opinions stated herein are those of the speakers and not necessarily the opinions of Kayne Anderson Rudnick, or its affiliates. Portfolio managers at Kayne Anderson Rudnick make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.

Episodios

  • Small Caps Recover in 2023 (Episode #242: SCC Review of Q4 2023)

    29/01/2024 Duración: 08min

    In episode 242 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the fourth quarter of 2023.

  • Prospects of Rate Hike Stability Sparks Market Rally (Episode #241: SMID Review of Q4 2023)

    25/01/2024 Duración: 12min

    In episode 241 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2023.

  • Growing Investor Confidence in Stable Interest Rates (Episode #240: SCQV Review of Q4 2023)

    23/01/2024 Duración: 13min

    In episode 240 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the fourth quarter of 2023.

  • Equity Markets End 2023 Strong (Episode #239: Market Review of Q4 2023)

    11/01/2024 Duración: 12min

    In episode 239 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2023, and the firm's outlook for the rest of the year.

  • Q3 International Markets Rocked by Rising Interest Rates (Episode #238: ISC Review of Q3 2023)

    25/10/2023 Duración: 07min

    In episode 238 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the third quarter of 2023.

  • Cyclical Stocks Thrive in a Difficult Market (Episode #237: GDY Review of Q3 2023)

    24/10/2023 Duración: 06min

    In episode 237 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the third quarter of 2023.

  • The Mid Cap See-saw: YTD Ups and Downs (Episode #236: MCC Review of Q3 2023)

    23/10/2023 Duración: 08min

    In episode 236 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the third quarter of 2023.

  • Swings in Small Cap Equity (Episode #235: SCC Review of Q3 2023)

    23/10/2023 Duración: 08min

    In episode 235 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the third quarter of 2023.

  • Oil and Energy Dominate Q3 (Episode #234: SMID Review of Q3 2023)

    18/10/2023 Duración: 10min

    In episode 234 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the third quarter of 2023.

  • Elevated Inflation Rates Impact Consumer Spending (Episode #233: SCQV Review of Q3 2023)

    17/10/2023 Duración: 11min

    In episode 233 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the third quarter of 2023.

  • Growth Stocks Take a Breather in Q3 (Episode #232: MCG Review of Q3 2023)

    17/10/2023 Duración: 10min

    In episode 232 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the third quarter of 2023.

  • Equity Markets Pullback in Q3 2023 (Episode #231: Market Review of Q3 2023)

    11/10/2023 Duración: 10min

    In episode 231 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2023, and the firm's outlook for the rest of the year.

  • Eurozone Small Cap Stocks Rebound after Dismal 2022 Performance (Episode #230: ISC Review of Q2 2023)

    01/08/2023 Duración: 06min

    In episode 230 of KayneCast, Craig Thrasher, Senior Portfolio Manager of Kayne Anderson Rudnick’s International Small Cap strategy and a Senior Research Analyst, provides a review of the performance of KAR’s International Small Cap Portfolio in the second quarter of 2023.

  • Equities Surge in Q2 2023 (Episode #229: MCC Review of Q2 2023)

    01/08/2023 Duración: 07min

    In episode 229 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Mid Cap Core Portfolio in the second quarter of 2023.

  • Mega Cap Stocks Drive Market in Q2,2023 (Episode #228: GDY Review of Q2 2023)

    01/08/2023 Duración: 05min

    In episode 228 of KayneCast, Richard Sherry, Senior Portfolio Manager of Kayne Anderson Rudnick’s Global Dividend Yield strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Global Dividend Yield Portfolio in the secoond quarter of 2023.

  • Adding Value with Global Small Cap (Episode #227)

    31/07/2023 Duración: 20min

    In this edition of KayneCast, Executive Managing Director Steve Rigali and Portfolio Manager Craig Thrasher discuss our Global Small Cap strategy and our overall approach to quality investing.

  • Bullish Market Defies Expectations (Episode #226: MCG Review of Q2 2023)

    31/07/2023 Duración: 10min

    In episode 226 of KayneCast, Chris Armbruster, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the second quarter of 2023.

  • Small Cap Equities Realize Gains in Q2 2023 (Episode #225: SCC Review of Q2 2023)

    25/07/2023 Duración: 07min

    In episode 225 of KayneCast, Jon Christensen, Co-Portfolio Manager of Kayne Anderson Rudnick’s Small Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Core Portfolio in the second quarter of 2023.

  • AI Boom Impacts Small-Mid Cap Performance in Q2 2023 (Episode #224: SMID Review of Q2 2023)

    21/07/2023 Duración: 09min

    In episode 224 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the second quarter of 2023.

  • Renewed Investor Confidence Rises as Recession Fears Abate (Episode #223: SCQV Review of Q2 2023)

    21/07/2023 Duración: 08min

    In episode 223 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small Cap Quality Value strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small Cap Quality Value Portfolio in the second quarter of 2023.

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