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All Things Inside Sin City!!
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KayneCast: Kayne Anderson Rudnick’s Podcast Channel
Kayne Anderson Rudnick Investment Management
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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 ...
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Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)
10:18
10:18
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In 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.By Kayne Anderson Rudnick Investment Management
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Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)
10:11
10:11
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10:11
In 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.By Kayne Anderson Rudnick Investment Management
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Where is the Path Forward? (Episode #281: MCG Review of Q1 2024)
14:13
14:13
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14:13
In 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.By Kayne Anderson Rudnick Investment Management
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Is the Tide Shifting Toward International Equities? (Episode #280: ISC Review of Q1 2025)
10:49
10:49
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10:49
In 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.By Kayne Anderson Rudnick Investment Management
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A Tumultuous Start to the Year (Episode #279: Market Review of Q1 2025)
24:25
24:25
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24:25
In 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.By Kayne Anderson Rudnick Investment Management
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Embracing the Road Ahead (Episode #278: SCC Review of Q4 2024)
8:38
8:38
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8:38
In 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.By Kayne Anderson Rudnick Investment Management
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Tempered Optimism (Episode #277: MCC Review of Q4 2024)
8:42
8:42
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8:42
In 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.By Kayne Anderson Rudnick Investment Management
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A Self-fulfilling Virtuous Cycle (Episode #276: Market Review of Q4 2024)
14:36
14:36
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14:36
In 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.By Kayne Anderson Rudnick Investment Management
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The Cost of Confidence (Episode #275: ISC Review of Q4 2024)
10:42
10:42
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10:42
In 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.By Kayne Anderson Rudnick Investment Management
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Turning on a Dime, or Rather Two Quarter-Points (Episode #274: GDY Review of Q4 2024)
8:05
8:05
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8:05
In 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.By Kayne Anderson Rudnick Investment Management
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A Varied Landscape (Episode #273: SMID Review of Q4 2024)
10:31
10:31
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10:31
In episode 273 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 2024.By Kayne Anderson Rudnick Investment Management
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Are We Paying Too Much? (Episode #272: SCQV Review of Q4 2024)
11:32
11:32
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11:32
In episode 272 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 2024.By Kayne Anderson Rudnick Investment Management
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Will Animal Spirits Drive the Market? (Episode #271: MCG Review of Q4 2024)
12:26
12:26
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12:26
In episode 271 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 2024.By Kayne Anderson Rudnick Investment Management
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What Will Be the New Normal for Interest Rates? (Episode #270: GDY Review of Q3 2024)
9:38
9:38
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9:38
In episode 270 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 2024.By Kayne Anderson Rudnick Investment Management
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The Other Side of the Same Coin (Episode #269: ISC Review of Q3 2024)
11:11
11:11
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In episode 269 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 2024.By Kayne Anderson Rudnick Investment Management
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Are We Hitting an Inflection Point in Growth Trajectories? (Episode #268: MCG Review of Q3 2024)
11:18
11:18
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11:18
In episode 268 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 2024.By Kayne Anderson Rudnick Investment Management
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A Change in Direction (Episode #267: SMID Review of Q3 2024)
11:37
11:37
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11:37
In episode 267 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 2024.By Kayne Anderson Rudnick Investment Management
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This Quarter Was Different (Episode #266: SCQV Review of Q3 2024)
12:18
12:18
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12:18
In episode 266 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 2024.By Kayne Anderson Rudnick Investment Management
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Small Cap Unswing (Episode #265: SCC Review of Q3 2024)
9:22
9:22
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9:22
In episode 265 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 2024.By Kayne Anderson Rudnick Investment Management
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The Bigger Picture (Episode #264: MCC Review of Q3 2024)
9:32
9:32
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9:32
In episode 264 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 2024.By Kayne Anderson Rudnick Investment Management
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A Balancing Act (Episode #263: Market Review of Q3 2024)
19:58
19:58
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19:58
In episode 263 of KayneCast, Julie Biel, CFA, Chief Market Strategist of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2024, and the firm's outlook for the rest of the year.By Kayne Anderson Rudnick Investment Management
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Divergence of Returns (Episode #262: ISC Review of Q2 2024)
10:40
10:40
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10:40
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.By Kayne Anderson Rudnick Investment Management
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Big Players Thrive (Episode #261: GDY Review of Q2 2024)
7:56
7:56
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7:56
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.By Kayne Anderson Rudnick Investment Management
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Investors Flocked to Companies with Robust Growth Outlook (Episode #260: SMID Review of Q2 2024)
10:19
10:19
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10:19
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.By Kayne Anderson Rudnick Investment Management
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Growth Rates Normalize (Episode #259: SCQV Review of Q2 2024)
10:27
10:27
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10:27
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.By Kayne Anderson Rudnick Investment Management
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