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Quarterly Review | Manager Commentary Saturday, October 11, 2008
Commentary
Large Cap Core Portfolio

The Kayne Anderson Rudnick Large Cap Core Portfolio invests in high-quality, large-capitalization companies that enjoy global dominance, excellent management, financial strength, and consistent growth. Our intent is to be long-term owners of some of the world’s finest companies.

Investment Professionals

Large Cap Value Portfolio

The Kayne Anderson Rudnick Large Cap Value Portfolio invests in high-quality, financially strong companies that generate superior returns on capital and strong free cash flows. Our objectives are to opportunistically invest in underpriced equities and to create a portfolio with a lower risk profile than the typical value manager.

Investment Professionals

Small and Mid Cap Portfolios

The Kayne Anderson Rudnick Small and Mid Cap Portfolios seek to build diversified portfolios of the "next generation of blue chip" companies, producing investment returns typical of small and mid cap stocks but with less risk.

Investment Professionals