Insights and News from Kennedy Capital Management, Inc.

Q2 2022 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

Morningstar Rating & Funds Launch

KCM Announces Morningstar Rating for ESG Fund and Launch of Two Small Cap Funds.

[View PDF]

Q1 2022 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

2021 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

[View PDF]

Q4 2021 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

Q3 2021 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

Q2 2021 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

ESG Insights

Evaluating environmental opportunities in the Materials sector.

[Video Link]

Q1 2021 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

Health Care Insights

Evaluating new opportunities in the Health Care sector.

[Video Link]

Q4 2020 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

2020 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

[View PDF]

REITS Insights

Evaluating Value opportunities in the REITS sector.

[Video Link]

Consumer Discretionary Insights

Evaluating Growth opportunities in the Consumer Discretionary sector.

[Video Link]

Value Investing – Value is in the Eye of the Beholder

We look for firms that are able to reinvest in their businesses at attractive rates of return but are currently valued at prices that we believe do not adequately reflect potential shareholder value creation.

[View PDF]

ESG Insights

Evaluating agriculture technology opportunities in the ESG SMID Cap sector.

[Video Link]

Q3 2020 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

ROIC – The Underappreciated Variable in Valuation

We aim to uncover undervalued firms by identifying growing businesses whose current market valuation does not fully capture the ROIC potential.

[View PDF]

Health Care Insights

Evaluating ESG opportunities in the Health Care sector.

[Video Link]

Information Technology Insights

Evaluating growth opportunities in the Information Technology sector.

[Video Link]

Industrials Insights

Evaluating value opportunities in the Industrials sector.

[Video Link]

Q2 2020 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

The Case for SMID Cap Equities in ESG Investing

We believe that the SMID cap equity space has many inherent qualities that align with ESG investor priorities.

[View PDF]

Insights from our CIO

Opportunities abound with a long-term focus in a short-term world.

[Video Link]

Value & Growth

Can a centralized research firm deliver both value and growth?

[View PDF]

40th Anniversary

For forty years, KCM has carved its own, independent path. Our history of investing through many cycles affords us perspective that is rare amongst our peers.

[Video Link]

2019 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

[View PDF]

Q1 2020 Commentaries

Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future.

[Link to commentaries]

COVID-19

CEO letter discussing market volatility and Kennedy’s enduring strength.

[View PDF]

ESG Fund Launch

KCM opens mutual fund to allow further access to KCM’s ESG strategy.

[View PDF]

ESG Process

We believe the small- and mid-cap universe offers compelling opportunities for ESG-oriented investors.

[Video Link]