Congratulations 🎉to our advisors Sam, Dustin and Grace for being ranked on AdvisorHub's highly acclaimed Advisors to Watch List. These awards recognize the strong contributions Sam, Dustin and Grace have brought to their teams while maintaining healthy and substantial growth. We are proud of these advisors contributions and their dedication to their clients!
About us
Kayne Anderson Rudnick "KAR" is an investment advisory firm founded in 1984 to manage capital for its founders, including John Anderson (member of the Forbes 400 and benefactor of UCLA's Anderson School of Management). With offices in Los Angeles, San Francisco, Newport Beach, Seattle, Salt Lake City, Scottsdale, Denver, Boston, Providence and Westlake Village. KAR has over $62.9 Billion in assets under management as of June 30, 2024, focused on institutional, broker-dealer and high-net-worth clients. At KAR we offer a variety of actively managed equity and fixed-income strategies. Our investment philosophy focuses on the “high-quality” subset of the investable universe. We believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle. For equity securities, we define “high-quality” as a business characteristic that represents a company’s ability to control its market. This investment philosophy leads us to companies which we believe have low business risk as identified by certain financial characteristics, such as consistent and profitable growth, high returns on capital, strong free cash flow, and low organic need for external financing. We apply a “business analyst” approach to research and strive toward developing deep conviction in each of our portfolio holdings and, over time, an information advantage. For fixed income securities, our approach centers around an exclusive focus on high-quality bonds, intermediate maturities to mitigate interest-rate risk, highly liquid issues, a commitment to economic sector and maturity distribution, and a long-term vision. Please read Kayne Anderson Rudnick's social media guidelines here: bit.ly/KARsocialmedia
- Website
-
http://www.kayne.com
External link for Kayne Anderson Rudnick
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Los Angeles, CA
- Type
- Public Company
- Founded
- 1984
- Specialties
- Investment Management and Wealth Management
Locations
Employees at Kayne Anderson Rudnick
Updates
-
Check out our latest market commentary: https://bit.ly/4cKACYa We address 4 key questions we believe are on investors’ minds as we enter the third quarter. #KARInsights #marketcommentary #AI
-
-
KAR’s Portfolio Manager and Senior Research Analyst, Julie Kutasov, divulges the hurdles investors face with small-cap investments, and how selectivity can be the key to entering the space, with Karen DeMasters of Financial Advisor Magazine. #SmallCaps #Investing #HighQuality
Small-cap stocks are set for a comeback despite recent performance, says Julie Kutasov, portfolio manager and senior research analyst at Virtus quality equity affiliate Kayne Anderson Rudnick. Read her recent Financial Advisor Magazine interview to learn why: https://bit.ly/3Y1NyV8 #VirtusAffiliate
-
-
Meet our newest intern Melody Luo who will be working with our ESG Team for the summer.👋 Welcome to KAR!
-
-
Check out the article: https://bit.ly/45KDXUq In a recent Pensions & Investments article, our ESG Research Analyst, Luke Longinotti, CFA, shared KAR's approach when it comes to ESG and sustainable investing. In an evolving space, Luke expressed his belief that "a better understanding of what investment managers mean by ESG/sustainable investing will be helpful in setting expectations and allowing clients to better assess what they are getting from their managers." #ESG #SustainableInvesting
-
-
Happy Fourth of July! We’d love to know how you’re spending the day! Let us know in the comments. #IndependenceDay #FourthofJuly #Innovation #Freedom #poll
This content isn’t available here
Access this content and more in the LinkedIn app
-
KAR’s Director of Manager Research and Investment Solutions, Andrew Grant, shares his outlook on #inflation and potential #RateCuts in 2024—noting how they are not a foregone conclusion. Access the Financial Advisor Magazine article: https://bit.ly/4cGoqrb
-
-
This June marks our 40th Anniversary 🎉 and we kicked off the celebration with a lunch in our LA office! Since our founding, we've been committed to providing quality and personalized investment and wealth management services to our clients. We are extremely grateful for our clients who have trusted us over the years—you have shaped KAR into what it stands for today. Moreover, we are thankful for our KAR family, the driving force behind every milestone we've achieved. We honor our past and present employees and cannot wait for more #anniversaries to come! Fun fact! 16% of our employees have been working at KAR for 20+ years.
-
-
-
-
-
+5
-
-
Check out our latest article! https://bit.ly/4cueYXP Strategic asset location is a tactical method that involves carefully allocating assets to different types of accounts based on their respective tax implications. The goal is to thoughtfully position assets with the intention of minimizing tax liabilities and leaving investment earnings intact while maintaining overall desired portfolio allocations.
-