Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-31
KKR [neutral]
KKR & Co. Inc.
-4.24%
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
$142.64
Price Target
293.20 (+115%)
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 & Co. Inc.
KKR (holding update): Shares down 8% H1 due to tariff impacts/institutional investor fatigue. University endowments (5% of AUM) selling private holdings at discounts. Growth drivers: brand strength, gaining market share, expanded products/customer base. High-net-worth channel raising $1.3B/mo, launching with Capital Group (290K advisors). 18% AUM CAGR, 25% fee CAGR for 15yrs. Potential 401K access to $7T market.
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