Kayne Anderson Rudnick believes that superior risk-adjusted returns can be achieved through investment in high-quality companies purchased at reasonable prices. We use a disciplined fundamental research approach to identify companies with global dominance, excellent management, financial strength, and consistent growth. We add value through our extensive internal research process whereby we gain a thorough understanding of the companies in which we invest.

Key Elements of our Investment Philosophy and Approach:

• Bottom-up stock selection
• In-depth, independent fundamental research
• High-quality companies with sustainable competitive advantages
• Disciplined valuation approach applying multiple valuation measures
• Long-term vision, resulting in low portfolio turnover

Our investment process involves three distinct steps: Screening, Research, and Portfolio Construction.