KayneCast: Kayne Anderson Rudnick’s Podcast Channel

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 32:19:51
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Informações:

Sinopse

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.

Episódios

  • Divergence of Returns (Episode #262: ISC Review of Q2 2024)

    26/07/2024 Duração: 10min

    In episode 262 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 2024.

  • Big Players Thrive (Episode #261: GDY Review of Q2 2024)

    25/07/2024 Duração: 07min

    In episode 261 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 second quarter of 2024.

  • Investors Flocked to Companies with Robust Growth Outlook (Episode #260: SMID Review of Q2 2024)

    24/07/2024 Duração: 10min

    In episode 260 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 2024.

  • A Game of Cat and Mouse (Episode #256: SCC Review of Q2 2024)

    23/07/2024 Duração: 10min

    In episode 256 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 2024.

  • Growth Rates Normalize (Episode #259: SCQV Review of Q2 2024)

    23/07/2024 Duração: 10min

    In episode 259 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 2024.

  • Reading Beyond the Headlines (Episode #257: MCC Review of Q2 2024)

    23/07/2024 Duração: 10min

    In episode 257 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 2024.

  • The Stakes are High for Mega Caps to Stay Relevant (Episode #258: MCG Review of Q2 2024)

    19/07/2024 Duração: 10min

    In episode 258 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 2024.

  • Conflicting Data Adds More Noise Than Signal (Episode #255: Market Review of Q2 2024)

    15/07/2024 Duração: 11min

    In episode 255 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 2024, and the firm's outlook for the rest of the year.

  • Valuation Matters (Episode #254: ISC Review of Q1 2024)

    01/05/2024 Duração: 13min

    In episode 254 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 first quarter of 2024.

  • The Powell Pivott (Episode #253: MCG Review of Q1 2024)

    30/04/2024 Duração: 11min

    In episode 253 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 2024.

  • Magnificent Seven or Fab Four? (Episode #252: MCC Review of Q1 2024)

    29/04/2024 Duração: 08min

    In episode 252 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 2024.

  • Inflation Stays Stubborn (Episode #251: SCQV Review of Q1 2024)

    26/04/2024 Duração: 10min

    In episode 251 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 2024.

  • When will Market Broadening Arrive? (Episode #250: GDY Review of Q1 2024)

    25/04/2024 Duração: 06min

    In episode 250 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 2024.

  • Anticipated Rate Cut Continues to Fuel Equity Rally (Episode #249: SMID Review of Q1 2024)

    24/04/2024 Duração: 10min

    In episode 249 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 2024.

  • Positive Sentiment for Small Caps Spills Over into Q1 2024 (Episode #248: SCC Review of Q1 2024)

    23/04/2024 Duração: 09min

    In episode 248 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 2024.

  • Strength in the Equity Markets Continues (Episode #247: Market Review of Q1 2024)

    11/04/2024 Duração: 18min

    In episode 247 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 2024, and the firm's outlook for the rest of the year.

  • Tech Stocks and Financial Sector Deliver a Strong Quarter (Episode #246: GDY Review of Q4 2023)

    01/02/2024 Duração: 08min

    In episode 246 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 2023.

  • Recession Fears Eased in 2023 (Episode #245: ISC Review of Q4 2023)

    31/01/2024 Duração: 09min

    In episode 245 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 2023.

  • Poised for Reaccelerated Growth in 2024? (Episode #244: MCG Review of Q4 2023)

    30/01/2024 Duração: 10min

    In episode 244 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 fourth quarter of 2023.

  • 2023 Favored Low Quality (Episode #243: MCC Review of Q4 2023)

    29/01/2024 Duração: 08min

    In episode 243 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 2023.

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