Professional
Added to YB: 2025-05-21
Pitch date: 2025-04-29
KKR [neutral]
KKR & Co. Inc.
+24.44%
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
$109.77
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 Main Fund Portfolio Holding: KKR & Co. Inc.
KKR (holding update): Alt asset mgr facing tariff impact & multiple compression on $638B AUM. Only $140B in PE, facing liquidity headwinds. Still earning mgmt fees & gathering assets; K-Series grew $7B→$18B in 2024 w/ $1B monthly inflows. Top 6 PE firms took 59% of 2024 fundraising vs 20% in 2019. Brand strength driving HNW channel growth.
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