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.)

Confidence, Banking, and Opportunities

KCM’s investment perspective in light of sudden bank failures.

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2022 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

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Q4 2022 Commentaries

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

[Link to commentaries]

Pension & Investments: 2022 Best Places to Work

Kennedy Capital Management named one of Pension and Investments “Best Places to Work in Money Management.”

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Kennedy Capital Management and Azimut Group Form Strategic Partnership

Relationship to benefit clients and strengthen firms.

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Q3 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.

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2021 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

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ESG Insights

Evaluating environmental opportunities in the Materials sector.

[Video Link]

Health Care Insights

Evaluating new opportunities in the Health Care sector.

[Video Link]

2020 Annual ESG Impact Report

Applying our ESG framework to portfolio construction.

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REITS Insights

Evaluating Value opportunities in the REITS sector.

[Video Link]

Consumer Discretionary Insights

Evaluating Growth opportunities in the Consumer Discretionary sector.

[Video Link]

ESG Insights

Evaluating agriculture technology opportunities in the ESG SMID Cap sector.

[Video Link]

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.

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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]

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.

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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?

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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.

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COVID-19

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

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ESG Fund Launch

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

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ESG Process

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

[Video Link]