Insights and News from Kennedy Capital Management, Inc.
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Q2 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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Q1 2022 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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2021 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q4 2021 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Q3 2021 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Q2 2021 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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ESG Insights |
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Evaluating environmental opportunities in the Materials sector. |
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Q1 2021 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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Health Care Insights |
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Evaluating new opportunities in the Health Care sector. |
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Q4 2020 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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2020 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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REITS Insights |
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Evaluating Value opportunities in the REITS sector. |
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Consumer Discretionary Insights |
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Evaluating Growth opportunities in the Consumer Discretionary sector. |
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Value Investing – Value is in the Eye of the Beholder |
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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. |
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ESG Insights |
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Evaluating agriculture technology opportunities in the ESG SMID Cap sector. |
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Q3 2020 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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ROIC – The Underappreciated Variable in Valuation |
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We aim to uncover undervalued firms by identifying growing businesses whose current market valuation does not fully capture the ROIC potential. |
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Health Care Insights |
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Evaluating ESG opportunities in the Health Care sector. |
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Information Technology Insights |
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Evaluating growth opportunities in the Information Technology sector. |
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Industrials Insights |
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Evaluating value opportunities in the Industrials sector. |
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Q2 2020 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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The Case for SMID Cap Equities in ESG Investing |
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We believe that the SMID cap equity space has many inherent qualities that align with ESG investor priorities. |
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Insights from our CIO |
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Opportunities abound with a long-term focus in a short-term world. |
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Value & Growth |
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Can a centralized research firm deliver both value and growth? |
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40th Anniversary |
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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. |
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2019 Annual ESG Impact Report |
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Applying our ESG framework to portfolio construction. |
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Q1 2020 Commentaries |
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Portfolio Manager Perspective – reflecting on the previous quarter and looking to the future. |
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COVID-19 |
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CEO letter discussing market volatility and Kennedy’s enduring strength. |
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ESG Fund Launch |
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KCM opens mutual fund to allow further access to KCM’s ESG strategy. |
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ESG Process |
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We believe the small- and mid-cap universe offers compelling opportunities for ESG-oriented investors. |