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 $59.6 Billion in assets under management as of December 31, 2023, 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.

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Investment Management

Kayne Anderson Rudnick

Stephen A. Rigali

Matthew Griego

Joseph Aube

Andrew P. Grant

Stephanie Gillman

Kimberly C. Friedricks

Daniel J Kale

Michael Shoemaker

The Leadership Team at Kayne Anderson Rudnick focuses on strategic decision-making and oversight across the firm's various investment and operational divisions. Comprising key executives from information systems, fixed income, compliance, marketing, and portfolio management, this team ensures that KAR's investment philosophy is effectively implemented and aligns with the firm's goals of delivering high-quality securities to its clients. They play a pivotal role in maintaining regulatory compliance, enhancing client relationships, and fostering a culture of excellence within the organization.

Leadership Team

Investment Analysis and Portfolio Management

Operations and Compliance

Financial Planning and Advisory

Leadership Team

About

Team members

Other teams at Kayne Anderson Rudnick

Investment Analysis and Portfolio Management

Operations and Compliance

Financial Planning and Advisory