Kaynecast: Kayne Anderson Rudnicks 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

  • Unexpected Gains Amidst Challenges (Episode #300: MCC Review of Q3 2025)

    04/11/2025 Duração: 08min

    In episode 300 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 2025.

  • AI’s Supporting Cast (Episode #299: ISC Review of Q3 2025)

    03/11/2025 Duração: 13min

    In episode 299 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 third quarter of 2025.

  • Will Growth Keep Surprising Us? (Episode #298: SMID Review of Q3 2025)

    31/10/2025 Duração: 10min

    In episode 298 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 2025.

  • AI Growth Isn’t One Size Fits All (Episode #297: MCG Review of Q3 2025)

    30/10/2025 Duração: 13min

    In episode 297 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 2025.

  • Eyes on AI Infrastructure (Episode #296: SCC Review of Q3 2025)

    29/10/2025 Duração: 09min

    In episode 296 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 2025.

  • Can Earnings Keep Up? (Episode #295: SCQV Review of Q3 2025)

    28/10/2025 Duração: 11min

    In episode 295 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 2025.

  • Low Quality Makes a Play: Can the Rally Hold? (Episode #294: Market Review of Q3 2025)

    24/10/2025 Duração: 17min

    In episode 294 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 2025, and the firm's outlook for the rest of the year.

  • A Moving Target (Episode #293: SCC Review of Q2 2025)

    05/08/2025 Duração: 08min

    In 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.

  • The Low Quality Storm (Episode #292: MCC Review of Q2 2025)

    04/08/2025 Duração: 08min

    In 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.

  • Making Cents of the Weakening Dollar (Episode #292: ISC Review of Q2 2025)

    01/08/2025 Duração: 11min

    In 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.

  • Never a Dull Moment (Episode #290: MCG Review of Q2 2025)

    31/07/2025 Duração: 13min

    In 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.

  • Too Early to Tell (Episode #289: SCQV Review of Q2 2025)

    30/07/2025 Duração: 10min

    In 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.

  • Meeting the Bar – For Now (Episode #288: SMID Review of Q2 2025)

    29/07/2025 Duração: 10min

    In 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.

  • The Tariff Recoil: True Rally or Reflex? (Episode #287: Market Review of Q2 2025)

    22/07/2025 Duração: 21min

    In 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.

  • Tariffs Du-Jour (Episode #286: MCC Review of Q1 2024)

    02/05/2025 Duração: 08min

    In 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.

  • No Sector is Fully Protected (Episode #285: SCQV Review of Q1 2025)

    01/05/2025 Duração: 11min

    In 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.

  • Tariffs, the Talk of the Party (Episode #284: SCC Review of Q1 2025)

    30/04/2025 Duração: 08min

    In 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.

  • Managing Tariffs with Strong Businesses (Episode #283: GDY Review of Q1 2025)

    28/04/2025 Duração: 10min

    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.

  • Why Solid Balance Sheets and Pricing Power Matter (Episode #282: SMID Review of Q1 2025)

    25/04/2025 Duração: 10min

    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.

  • Where is the Path Forward? (Episode #281: MCG Review of Q1 2024)

    24/04/2025 Duração: 14min

    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.

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