Beyond the Risk On Rally (Episode #305: SMID Review of Q4 2025)

Beyond the Risk On Rally (Episode #305: SMID Review of Q4 2025)

January 30, 2026 · 11 min

About this episode

Julie Kutasov reviews the performance of Kayne Anderson Rudnick’s Small-Mid Cap Core Portfolio in Q4 2025.

In episode 305 of KayneCast, Julie Kutasov, Portfolio Manager and Senior Research Analyst of Kayne Anderson Rudnick’s Small-Mid Cap Core strategy and a Senior Research Analyst, provides a review of the performance of KAR’s Small-Mid Cap Core Portfolio in the fourth quarter of 2025.

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Guest: Julie Kutasov

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Organizations: Kayne Anderson Rudnick

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