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
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A Moving Target (Episode #293: SCC Review of Q2 2025)
05/08/2025 Duración: 08minIn episode 293 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 2025.
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The Low Quality Storm (Episode #292: MCC Review of Q2 2025)
04/08/2025 Duración: 08minIn episode 292 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 2025.
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Making Cents of the Weakening Dollar (Episode #291: ISC Review of Q2 2025)
01/08/2025 Duración: 11minIn episode 291 of KayneCast, Hyung Kim, 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 2025.
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Never a Dull Moment (Episode #290: MCG Review of Q2 2025)
31/07/2025 Duración: 13minIn episode 290 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 2025.
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Too Early to Tell (Episode #289: SCQV Review of Q2 2025)
30/07/2025 Duración: 10minIn episode 289 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 2025.
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Meeting the Bar – For Now (Episode #288: SMID Review of Q2 2025)
29/07/2025 Duración: 10minIn episode 288 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 2025.
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The Tariff Recoil: True Rally or Reflex? (Episode #287: Market Review of Q2 2025)
22/07/2025 Duración: 21minIn episode 287 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the second quarter of 2025, and the firm's outlook for the rest of the year.
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Tariffs Du-Jour (Episode #286: MCC Review of Q1 2024)
02/05/2025 Duración: 08minIn episode 286 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 first quarter of 2025.
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No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)
01/05/2025 Duración: 11minIn episode 285 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 first quarter of 2025.
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Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)
30/04/2025 Duración: 08minIn episode 284 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 first quarter of 2025.
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Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)
28/04/2025 Duración: 10minIn episode 283 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 first quarter of 2025.
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Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)
25/04/2025 Duración: 10minIn episode 282 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 first quarter of 2025.
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Where is the Path Forward? (Episode #281: MCG Review of Q1 2024)
24/04/2025 Duración: 14minIn episode 281 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 first quarter of 2025.
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Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)
23/04/2025 Duración: 10minIn episode 280 of KayneCast, Hyung Kim, 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 first quarter of 2025.
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A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)
16/04/2025 Duración: 24minIn episode 279 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the first quarter of 2025, and the firm's outlook for the rest of the year.
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Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)
10/02/2025 Duración: 08minIn episode 278 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 2024.
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Tempered Optimism (Episode #277: MCC Review of Q4 2024)
08/02/2025 Duración: 08minIn episode 277 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 fourth quarter of 2024.
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A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)
07/02/2025 Duración: 14minIn episode 276 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the fourth quarter of 2024, and the firm's outlook for the rest of the year.
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The Cost of Confidence (Episode #275: ISC Review of Q4 2024)
05/02/2025 Duración: 10minIn episode 275 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 fourth quarter of 2024.
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Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024)
04/02/2025 Duración: 08minIn episode 274 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 fourth quarter of 2024.