Professional
Added to YB: 2024-02-16
Pitch date: 2024-01-25
KKR [bullish]
KKR & Co. Inc.
+60.18%
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
$84.16
Price Target
N/A
Dividend
0.57%
EV/EBITDA
N/A
P/E
54.68
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Greenhaven Road Capital Portfolio Holding - $KKR
KKR expanding in Asia, climate, infrastructure, insurance, private credit & wealth. Private wealth platforms grew 10 to 40 in 2yrs, pulling $500M/mo. Global Atlantic deal strengthens insurance asset mgmt. Private wealth channel has 200-person sales team, expected to drive long-term growth due to institutional PE allocation limits. Share structure & governance changes aim for S&P 500 inclusion by 2024, boosting stock as passive funds buy.
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