In our fourth episode of our Timeless Connections Series, meet Jon Christensen and Adam Xiao, CFA (https://lnkd.in/g59fYVqT). This intergenerational conversation brings up new ideas around technology while emphasizing consistency in one aspect—human connection. Their conversation prides KAR's work culture, where people collaborate, learn, discuss, and most importantly love their work. Stay tuned to hear from more of our colleagues in upcoming episodes. ??? #KARInsights #KARFAM #40thAnniversary #KayneAndersonRudnick
关于我们
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 $69.8 Billion in assets under management as of September 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
- 网站
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https://www.kayne.com
Kayne Anderson Rudnick的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Los Angeles，CA
- 类型
- 上市公司
- 创立
- 1984
- 领域
- Investment Management和Wealth Management
地点
Kayne Anderson Rudnick员工
动态
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Do you know if your itemized deductions meet the standard deduction amount? With year-end approaching, it may be the right time to evaluate where you stand. Learn from our KAR advisors about how stacking charitable donations could maximize your tax deductions. https://bit.ly/3CULfun
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We are delighted to share that Randy Allen has been recognized as a Banking & Finance Orange County Visionary by L.A. Times B2B Publishing. This recognition highlights his dedication and exceptional contributions to our team and to his clients. Congrats Randy! #wealthmanagement #orangecountyvisionaries
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We are thrilled to announced that Forbes has recognized us as 7th Top RIA for 2024, just as we celebrate our 40th anniversary since our founding. A huge thank you to our incredible team and our clients for their trust and confidence in us. #ForbesTopRIA #ForbesList #WealthManagement #40thAnniversary
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We recently celebrated Diwali at our office with a delicious luncheon, bringing the Festival of Lights to life a little later than usual. It was a joyous occasion filled with food, beautiful decorations and great conversations. Some of our colleagues even came dressed in traditional wear! #DiwaliCelebration #FestivalofLights
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We're pleased to announce that Darnel Bentz has joined our Wealth Advisory Investment Committee. We believe Darnel will bring valuable insights and expertise to the team. Let's congratulate Darnel on his new role! #Investment #WealthManagement
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Catch our Fall 2024 Market Update Webinar on demand. ?? https://bit.ly/3Aphzoz Julie Biel, CFA, Kim Friedricks, and Andrew Grant give a detailed analysis on recent drivers in the market, federal funds rate expectations, and asset allocation considerations. #KARInsights #marketsandeconomy
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In our third episode of our Timeless Connections Series, meet Julie Biel, CFA and Todd Beiley (https://lnkd.in/g4_kuwXE). The conversation follows their trajectory from being an analyst to becoming a portfolio manager, and the ideas that have shaped them along the way. Mentorship from peers over the years has allowed for an investment strategy that is both unique and successful, while encompassing humility and simplicity. And how most importantly, KAR's success stems from the investment in its people. Stay tuned to hear from more of our colleagues in upcoming episodes. ??? #KARInsights #KARFAM #40thAnniversary #KayneAndersonRudnick
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Our Chief Market Strategist, Julie Biel, CFA, appeared on CNBC 'Fast Money' (https://lnkd.in/gxBi-F8Z) and spoke about how investors have their eyes on 2025 with meaningful growth and multiple rate cuts expected. Julie highlights that historically this has only happened once, in 1984, which is the same year our firm was founded! #Markets #Investing #RateCuts #KARInsights