About this episode

Chris Armbruster reviews the performance of Kayne Anderson Rudnick’s Large Cap Growth Portfolio in the first quarter of 2026.

In episode 310 of KayneCast, Chris Armbruster, Portfolio Manager of Kayne Anderson Rudnick’s Large Cap Growth strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Large Cap Growth Portfolio in the first quarter of 2026.

People in this episode

Guest: Chris Armbruster

Topics covered

• Agentic AI
• Economics of Software
• Large Cap Growth
• Portfolio Performance
• Investment Management

Keywords

• Agentic AI
• Large Cap Growth
• Portfolio Review
• Investment Performance
• Q1 2026

Mentioned in this episode

Organizations: Kayne Anderson Rudnick

More episodes of KayneCast: Kayne Anderson Rudnick’s Podcast Channel

• Sell Now – Ask Questions Later (Episode #314: MCC Review of Q1 2026) · May 5, 2026 · 12 min
• Oil Shock and Market Rotation (Episode #312: SCQV Review of Q1 2026) · April 30, 2026 · 16 min
• Volatility Up, Quality Still Central (Episode #311: SMID Review of Q1 2026) · April 29, 2026 · 18 min
• Applying a Cautious Playbook to AI and Asia Tech (Episode #309: ISC Review of Q1 2026) · April 27, 2026 · 14 min
• Markets in Transition: War, AI, and Shifting Leadership (Episode #308: Market Review of Q1 2026) · March 31, 2026 · 28 min
• Finding Quality Amid a Fast Moving Market (Episode #307: SCC Review of Q4 2025) · February 3, 2026 · 10 min

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