Professional
Added to YB: 2020-04-01
Pitch date: 2020-04-01
KKR [bullish]
KKR & Co. Inc.
+561.24%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments.
Market Cap
$115.4B
Pitch Price
$20.39
Price Target
N/A
Dividend
0.57%
EV/EBITDA
N/A
P/E
54.68
EV/Sales
N/A
Sector
Capital Markets
Category
value
Greenhaven Road Top 5 Holding - KKR ($KKR)
KKR well-positioned post-pandemic w/ $160B locked-up fee-paying capital, $60B dry powder to deploy at attractive prices. Fundraising tailwind as PE seen as path to 8% returns in low rate environment. Returns driven by balance sheet (~$3/sh markdown), mgmt fees, incentive fees (some hit), capital markets. 40%+ insider ownership, variable comp. Mountain of capital to invest at distressed prices.
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