Kaynecast: Kayne Anderson Rudnicks Podcast Channel
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 32:19:51
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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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Oil and Energy Dominate Q3 (Episode #234: SMID Review of Q3 2023)
18/10/2023 Duración: 10minIn episode 234 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 2023.
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Elevated Inflation Rates Impact Consumer Spending (Episode #233: SCQV Review of Q3 2023)
17/10/2023 Duración: 11minIn episode 233 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 2023.
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Growth Stocks Take a Breather in Q3 (Episode #232: MCG Review of Q3 2023)
17/10/2023 Duración: 10minIn episode 232 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 2023.
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Equity Markets Pullback in Q3 2023 (Episode #231: Market Review of Q3 2023)
11/10/2023 Duración: 10minIn episode 231 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the third quarter of 2023, and the firm's outlook for the rest of the year.
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Eurozone Small Cap Stocks Rebound after Dismal 2022 Performance (Episode #230: ISC Review of Q2 2023)
01/08/2023 Duración: 06minIn episode 230 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 2023.
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Equities Surge in Q2 2023 (Episode #229: MCC Review of Q2 2023)
01/08/2023 Duración: 07minIn episode 229 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 2023.
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Mega Cap Stocks Drive Market in Q2,2023 (Episode #228: GDY Review of Q2 2023)
01/08/2023 Duración: 05minIn episode 228 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 secoond quarter of 2023.
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Adding Value with Global Small Cap (Episode #227)
31/07/2023 Duración: 20minIn this edition of KayneCast, Executive Managing Director Steve Rigali and Portfolio Manager Craig Thrasher discuss our Global Small Cap strategy and our overall approach to quality investing.
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Bullish Market Defies Expectations (Episode #226: MCG Review of Q2 2023)
31/07/2023 Duración: 10minIn episode 226 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 2023.
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Small Cap Equities Realize Gains in Q2 2023 (Episode #225: SCC Review of Q2 2023)
25/07/2023 Duración: 07minIn episode 225 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 2023.
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AI Boom Impacts Small-Mid Cap Performance in Q2 2023 (Episode #224: SMID Review of Q2 2023)
21/07/2023 Duración: 09minIn episode 224 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 2023.
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Renewed Investor Confidence Rises as Recession Fears Abate (Episode #223: SCQV Review of Q2 2023)
21/07/2023 Duración: 08minIn episode 223 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 2023.
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Quarterly Stock Market Commentary (Episode #222: Market Review of Q2 2023)
11/07/2023 Duración: 09minIn episode 222 of KayneCast, Douglas S. Foreman, CFA, Chief Investment Officer of Kayne Anderson Rudnick Investment Management, provides a review of the market performance in the second quarter of 2023, and the firm's outlook for the rest of the year.
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Finding Longevity in Small Cap Growth
21/06/2023 Duración: 14minIn this edition of KayneCast, Executive Managing Director Steve Rigali and Portfolio Manager Todd Beiley discuss our Small Cap Sustainable Growth strategy and our overall approach to quality investing.
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Q1 2023 Stock Market Weathers Historic Banking Crisis (Episode #220: MCG Review of Q1 2023)
04/05/2023 Duración: 10minIn episode 220 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 2023.
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Recession Fears and High-Interest Rates Impact Q1 2023 Global Dividend Funds (Episode #219: GDY Review of Q1 2023)
04/05/2023 Duración: 06minIn episode 219 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 2023.
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International Investing Responds to Q1 2023 Banking Crisis (Episode #218: ISC Review of Q1 2023)
27/04/2023 Duración: 05minIn episode 218 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 2023.
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Mid Cap Stocks Endure Banking Crisis and Increased Volatility During Q1 2023 (Episode #217: MCC Review of Q1 2023)
27/04/2023 Duración: 08minIn episode 217 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 2023.
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Inflation and Banking Crisis Impact the 2023 Stock Market Outlook (Episode #216: SCC Review of Q1 2023)
27/04/2023 Duración: 08minIn episode 216 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 2023.
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Banking Crisis Rattles Small Mid Cap Outlook (Episode #215: SMID Review of Q1 2023)
19/04/2023 Duración: 08minIn episode 215 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 2023.