Professional
Added to YB: 2025-07-21
Pitch date: 2025-07-12
ARES [bullish]
Ares Management Corporation
-28.28%
current return
Author Info
No bio for this author
Company Info
Ares Management Corporation operates as an alternative asset manager. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies.
Market Cap
$27.8B
Pitch Price
$172.88
Price Target
N/A
Dividend
4.38%
EV/EBITDA
31.47
P/E
57.26
EV/Sales
7.84
Sector
Capital Markets
Category
growth
Vulcan Value Partners Focus Review New Position: Ares Management Corporation
ARES (new position): Added to position in Focus portfolio during April tariff sell-off. Leading private credit manager growing faster during market dislocations. Originally bought Q3 2022 in Large Cap portfolio. Alternative asset industry benefits from secular growth, locked-up capital creating annuity-like fee streams. One of highest quality alt managers with strong value stability/growth.
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