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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
I discussed KKR in the Q1’26 letter, and not much has changed in my thinking. The business continues...
— Yaron Naymark
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Other investors who've written on KKR & Co. Inc.
KKR & Co. ($KKR) is a global alternative investment management firm orchestrating private equity, private credit, infrastructure, and real estate solutions. KKR represents 6.8%...
KKR is one of the world's largest alternative asset managers, operates three businesses under one roof, and the corner of it the market suddenly feared is a fraction of the whole.
Over the prior two years, KKR was one of the Fund’s strongest contributors, as the market began to recognize the earnings power of its asset-management and insurance platforms.
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