KAR was founded by two successful entrepreneurs, Richard Kayne and John Anderson, for whom the University of California, Los Angeles, named its business school, The UCLA Anderson School of Management, to manage the funds of its principals and clients. Our firm was built upon our founders’ original principles: Orientation toward preservation of wealth and innovative ideas, an embrace of meticulous research, and a dedicated focus on quality in business practices and investment strategies.
KAR was founded by two successful entrepreneurs, Richard Kayne and John Anderson, for whom the University of California, Los Angeles, named its business school, The UCLA Anderson School of Management, to manage the funds of its principals and clients. Our firm was built upon our founders’ original principles: Orientation toward preservation of wealth and innovative ideas, an embrace of meticulous research, and a dedicated focus on quality in business practices and investment strategies.
Apple Computer® launches its Macintosh computer.
Apple Computer® launches its Macintosh computer.
The global, severe, and largely unexpected stock market crash on Monday, October 19, 1987. Worldwide losses were estimated at US$1.71 trillion.
The global, severe, and largely unexpected stock market crash on Monday, October 19, 1987. Worldwide losses were estimated at US$1.71 trillion.
- Allan Rudnick (founder and CIO) joins the firm; inception of the firm’s high-quality investment approach.
- Jeannine Vanian (currently Chief Operating Officer) joins the firm
- Launch of Wealth Advisory business.
- $50 million in AUM.
- Allan Rudnick (founder and CIO) joins the firm; inception of the firm’s high-quality investment approach.
- Jeannine Vanian (currently Chief Operating Officer) joins the firm
- Launch of Wealth Advisory business.
- $50 million in AUM.
- First institutional account (large cap mandate).
- Bob Schwarzkopf (founder of KAR’s small cap strategies and appointed CIO in 2007) joins the firm.
- Launch of wrap business.
- First institutional account (large cap mandate).
- Bob Schwarzkopf (founder of KAR’s small cap strategies and appointed CIO in 2007) joins the firm.
- Launch of wrap business.
Steve Rigali (currently Executive Managing Director) joins the firm.
Steve Rigali (currently Executive Managing Director) joins the firm.
Launch of KAR’s flagship Small Cap Core and Small-Mid Cap Core strategies.
Launch of KAR’s flagship Small Cap Core and Small-Mid Cap Core strategies.
- Launch of Large Cap Quality Value strategy.
- Launch of KAR’s fixed income strategies.
- Launch of Large Cap Quality Value strategy.
- Launch of KAR’s fixed income strategies.
Launch of KAR’s first mutual fund.
Launch of KAR’s first mutual fund.
Originally called Backrub, the company renamed itself to Google and revolutionized how people access information online.
Originally called Backrub, the company renamed itself to Google and revolutionized how people access information online.
- Craig Stone (currently Co-Chief Investment Officer and Portfolio Manager) joins the firm.
- Launch of Mid Cap Core strategy.
- Craig Stone (currently Co-Chief Investment Officer and Portfolio Manager) joins the firm.
- Launch of Mid Cap Core strategy.
The stock market bubble that ballooned during the late-1990s and peaked on Friday, March 10, 2000. The dot-com bubble burst and many dot-com startups went out of business.
The stock market bubble that ballooned during the late-1990s and peaked on Friday, March 10, 2000. The dot-com bubble burst and many dot-com startups went out of business.
Majority interest in KAR sold to Phoenix Investment Partners.
Majority interest in KAR sold to Phoenix Investment Partners.
Originally founded as a student directory for Harvard students, the social networking platform is now one of the largest in the world.
Originally founded as a student directory for Harvard students, the social networking platform is now one of the largest in the world.
Remaining minority interest in KAR sold to Phoenix Investment Partners.
Remaining minority interest in KAR sold to Phoenix Investment Partners.
Named Time magazine’s invention of the year for its touchscreen mobile phone with an iPod, camera, and web-browsing features.
Named Time magazine’s invention of the year for its touchscreen mobile phone with an iPod, camera, and web-browsing features.
The biggest financial crisis since the Great Depression was rooted in risky loans to shaky borrowers, which started to lose value after central banks raised interest rates in the period leading up to the crisis. The “Great Recession” that resulted was the worst economic downturn in 70 years.
The biggest financial crisis since the Great Depression was rooted in risky loans to shaky borrowers, which started to lose value after central banks raised interest rates in the period leading up to the crisis. The “Great Recession” that resulted was the worst economic downturn in 70 years.
Virtus Investment Partners (spin-off from Phoenix Investment Partners) becomes publicly traded asset management company.
Virtus Investment Partners (spin-off from Phoenix Investment Partners) becomes publicly traded asset management company.
The app’s primary focus of featuring photographs reached one million monthly users in 67 days.
The app’s primary focus of featuring photographs reached one million monthly users in 67 days.
- Doug Foreman (currently Co-Chief Investment Officer) joins the firm.
- KAR opens its second office location in San Francisco focused on Wealth Advisory services.
- Doug Foreman (currently Co-Chief Investment Officer) joins the firm.
- KAR opens its second office location in San Francisco focused on Wealth Advisory services.
- Launch of International Small Cap platform (now trading in 35 countries).
- Launch of Large Cap and Mid Cap Growth strategies.
- Launch of International Small Cap platform (now trading in 35 countries).
- Launch of Large Cap and Mid Cap Growth strategies.
Launch of first UCITS vehicle for international clients.
Launch of first UCITS vehicle for international clients.
Launch of first hedged strategy, KAR Long-Short Portfolio.
Launch of first hedged strategy, KAR Long-Short Portfolio.
52% of British voters opted to leave the European Union, making the U.K. the first country ever to do so.
52% of British voters opted to leave the European Union, making the U.K. the first country ever to do so.
- KAR ranked #1 for the first time by Barron’s on its
Top 100 Independent Advisors list (Ranked #3 in 2024, #1 in 2017-2020, 2022, and in the Top 10 for
12 consecutive years as of 2024). - Launch of Global Dividend Yield strategy.
- KAR ranked #1 for the first time by Barron’s on its
Top 100 Independent Advisors list (Ranked #3 in 2024, #1 in 2017-2020, 2022, and in the Top 10 for
12 consecutive years as of 2024). - Launch of Global Dividend Yield strategy.
KAR becomes a PRI Signatory.
KAR becomes a PRI Signatory.
The COVID-19 recession was a global economic recession caused by COVID-19 lockdowns. The first major sign of recession was the 2020 stock market crash, which saw major indices drop 20% to 30% in late February and March.
The COVID-19 recession was a global economic recession caused by COVID-19 lockdowns. The first major sign of recession was the 2020 stock market crash, which saw major indices drop 20% to 30% in late February and March.
- KAR ranked #2 on Forbes’ inaugural list of Top RIA Firms.
KAR has been ranked in the top 10 for 3 consecutive years (2022-2024). - Inception of Global All Cap Sustainable Impact strategy.
- Inception of Thematic Quality strategy.
- KAR ranked #2 on Forbes’ inaugural list of Top RIA Firms.
KAR has been ranked in the top 10 for 3 consecutive years (2022-2024). - Inception of Global All Cap Sustainable Impact strategy.
- Inception of Thematic Quality strategy.
- Craig Stone, Portfolio Manager & Senior Research Analyst, promoted to Co-CIO.
- Todd Beiley, CFA, Portfolio Manager & Senior Research Analyst, promoted to Head of Research.
- Julie Biel, CFA, Portfolio Manager & Senior Research Analyst, promoted to Chief Market Strategist.
- Craig Stone, Portfolio Manager & Senior Research Analyst, promoted to Co-CIO.
- Todd Beiley, CFA, Portfolio Manager & Senior Research Analyst, promoted to Head of Research.
- Julie Biel, CFA, Portfolio Manager & Senior Research Analyst, promoted to Chief Market Strategist.
KAR Small Cap Core, Small Cap Growth, Small-Mid Cap Core, Small-Mid Cap Quality Value, and Mid Cap Core strategies recognized as Manager of the Decade by Informa Financial Intelligence.
KAR Small Cap Core, Small Cap Growth, Small-Mid Cap Core, Small-Mid Cap Quality Value, and Mid Cap Core strategies recognized as Manager of the Decade by Informa Financial Intelligence.
Celebrating 40 years with an AUM of $69.8B as of September 30, 2024.
Celebrating 40 years with an AUM of $69.8B as of September 30, 2024.