AI Fear and Factor Rotations Collide (Episode #315: MCG Review of Q1 2026)

About this episode

Noran Eid reviews the performance of Kayne Anderson Rudnick's Mid Cap Growth Portfolio in the first quarter of 2026.

In episode 315 of KayneCast, Noran Eid, Co-Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Mid Cap Growth strategy, provides a review of the performance of KAR's Mid Cap Growth Portfolio in the first quarter of 2026.

People in this episode

Guest: Noran Eid

Topics covered

• Mid Cap Growth
• portfolio performance
• investment strategy
• financial review
• 2026 market analysis

Keywords

• Mid Cap Growth
• portfolio review
• investment performance
• Q1 2026
• Noran Eid

Mentioned in this episode

Organizations: Kayne Anderson Rudnick

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