KAR Small-Mid Cap Growth SMA
KAR Small-Mid Cap Growth SMA
![Accent Image - Windowed Ceiling](https://www.virtus.com/files/assets/images/original/1496785104_kar.jpg)
Resources
Investment Objective
- To generate attractive risk-adjusted long-term returns by investing in the stocks of U.S. small- and mid-cap growth companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories
- To identify businesses that are differentiated by above-average returns on capital trading at attractive valuations
Investment Philosophy
We believe that purchasing high-quality businesses with competitive protections at attractive valuations will achieve excess returns over a complete market cycle.
Investment Partner
Kayne Anderson Rudnick Investment Management, LLC
Founded in 1984, Kayne Anderson Rudnick (KAR) manages quality-focused equity strategies across investment styles, market caps, and geographies. KAR believes that strong risk-adjusted returns may be achieved through investment in high-quality companies with market dominance, excellent management, financial strength, and consistent growth, purchased at reasonable prices.
Learn more about Kayne Anderson Rudnick Investment Management, LLC
Investment Professionals
![Image - Julie Biel - 400x400](https://www.virtus.com/files/assets/images/smaller/1677791105_Julie-Biel_400x400.jpg)
Julie Biel, CFA
Chief Market Strategist, Portfolio Manager, and Senior Research Analyst
Industry start date: 2004
Start date as fund Portfolio Manager: 2018
![Chris Wright](https://www.virtus.com/files/assets/images/smaller/1677791216_Chris-Wright_400x400.jpg)
Chris Wright, CFA
Portfolio Manager and Senior Research Analyst
Industry start date: 2012
Start date as fund Portfolio Manager: 2018