Insights and News from Kennedy Capital Management
(Effective November 2022 the firm has changed its name from Kennedy Capital Management, Inc. to Kennedy Capital Management LLC.)
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KCM CEO Transition |
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KCM announces CEO succession plan. |
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Q2 2026 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Private Credit Under Pressure |
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Risks and opportunities across an evolving asset class. |
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Q1 2026 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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2025 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q4 2025 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Pensions & Investments: 2025 Best Places to Work |
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Kennedy Capital Management named one of Pensions and Investments “Best Places to Work in Money Management.” |
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The Leading Edge of Cancer Diagnostics |
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Multi-Cancer detection from a simple blood draw. |
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Pillars of Banking |
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The architecture of enduring performance. |
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Q3 2025 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Q2 2025 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Morningstar Rating |
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KCM Announces Morningstar Rating for Small Cap Value Fund. |
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Q1 2025 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Navigating a Rapidly Shifting Landscape |
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Tariffs – An unexpected reaction to an anticipated action. |
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Flying Under the Radar |
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Discovering compelling opportunities due to a post-COVID constrained supply of new aircraft and a robust long-term demand outlook. |
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Opportunities Beyond GLP-1s |
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Examining medical indications not solved by GLP-1s and opportunities for investment in the innovations being developed in those areas. |
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2024 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q4 2024 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Pensions & Investments: 2024 Best Places to Work |
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Kennedy Capital Management named one of Pensions and Investments “Best Places to Work in Money Management.” |
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Q3 2024 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Muscling Our Way Past the Crowds |
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Finding the hidden gems of healthcare investing. |
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Q2 2024 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Q1 2024 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Beyond the Storm |
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Opportunities in the U.S. REIT Market |
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The Skinny on GLP-1s |
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Exploring GLP-1 and its impacts. |
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Q4 2023 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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2023 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q3 2023 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Artificial Intelligence |
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Investment perspectives on opportunities in artificial intelligence. |
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Q2 2023 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Q1 2023 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Micro Cap Opportunities…Revealing Alpha Potential |
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Sean McMahon sits down with KCM’s CEO Don Cobin spotlighting and delving into the opportunity set and ambiguity of microcaps while revealing drivers we believe lead to successfully investing in this space. |
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Confidence, Banking, and Opportunities |
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KCM’s investment perspective in light of sudden bank failures. |
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2022 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q4 2022 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Pensions & Investments: 2022 Best Places to Work |
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Kennedy Capital Management named one of Pensions and Investments “Best Places to Work in Money Management.” |
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Kennedy Capital Management and Azimut Group Form Strategic Partnership |
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Relationship to benefit clients and strengthen firms. |
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Q3 2022 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Morningstar Rating & Funds Launch |
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KCM Announces Morningstar Rating for ESG Fund and Launch of Two Small Cap Funds. |
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2021 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |