254 episodes

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

KayneCast: Kayne Anderson Rudnick’s Podcast Channel Kayne Anderson Rudnick Investment Management

    • Business

KayneCast provides commentary on the economy and financial markets by Kayne Anderson Rudnick Investment Management

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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.

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

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

    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.

    • 10 min

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