S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
How major US stock indexes fared Thursday, 4/18/2024
3 Steel Stocks Could Soar on New China Tariffs
CSX Co.: The Railroad Powering Ahead with an Earnings Beat
Bear Market Funds to Watch This Year
Shares of Walmart-backed Ibotta soar on public debut
Closing prices for crude oil, gold and other commodities

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$107.34
-0.1%
$111.22
$57.50
$117.15
$61.07B1.631.86 million shs1.53 million shs
Ares Management Co. stock logo
ARES
Ares Management
$130.70
-0.8%
$133.36
$77.97
$139.48
$40.77B1.171.08 million shs694,102 shs
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$25.02
+0.8%
$27.10
$21.88
$30.32
$13.06B1.43.02 million shs4.02 million shs
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$43.68
-2.1%
$45.81
$25.20
$48.52
$16.16B1.791.83 million shs2.78 million shs
Invesco Ltd. stock logo
IVZ
Invesco
$15.27
+0.2%
$15.78
$12.48
$18.71
$6.85B1.443.84 million shs2.89 million shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
-0.14%-4.98%-3.06%+8.49%+63.13%
Ares Management Co. stock logo
ARES
Ares Management
-0.75%-2.44%-1.10%+12.26%+50.42%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
+0.87%-4.79%-7.54%-10.42%-7.78%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
-2.13%-7.52%-3.36%+9.94%+38.71%
Invesco Ltd. stock logo
IVZ
Invesco
+0.20%-2.74%-0.91%-10.65%-12.59%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4.6577 of 5 stars
2.42.02.51.82.62.54.4
Ares Management Co. stock logo
ARES
Ares Management
4.7423 of 5 stars
2.23.02.52.72.63.33.8
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3.5066 of 5 stars
0.91.03.32.92.02.53.1
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
4.5636 of 5 stars
2.33.01.72.63.34.22.5
Invesco Ltd. stock logo
IVZ
Invesco
4.5718 of 5 stars
3.13.02.53.12.01.72.5

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
2.75
Moderate Buy$113.255.51% Upside
Ares Management Co. stock logo
ARES
Ares Management
2.42
Hold$126.17-3.47% Downside
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.509.91% Upside
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
2.50
Moderate Buy$43.07-1.39% Downside
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.4614.33% Upside

Current Analyst Ratings

Latest APO, IVZ, ARES, BEN, and CG Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/17/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetUnderweight ➝ Underweight$24.00 ➝ $25.00
4/17/2024
Invesco Ltd. stock logo
IVZ
Invesco
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetEqual Weight ➝ Equal Weight$16.00 ➝ $17.00
4/12/2024
Ares Management Co. stock logo
ARES
Ares Management
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$156.00 ➝ $160.00
4/12/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$46.00 ➝ $50.00
4/11/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$18.00 ➝ $17.75
4/9/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/9/2024
Ares Management Co. stock logo
ARES
Ares Management
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $133.00
4/8/2024
Ares Management Co. stock logo
ARES
Ares Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetOverweight ➝ Overweight$157.00 ➝ $153.00
4/8/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$55.00 ➝ $56.00
4/5/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$111.00 ➝ $122.00
(Data available from 4/19/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$32.64B1.87$8.16 per share13.16$41.98 per share2.56
Ares Management Co. stock logo
ARES
Ares Management
$3.63B11.14$3.06 per share42.78$14.55 per share8.98
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.68$3.70 per share6.77$25.15 per share0.99
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$2.96B5.34$4.38 per share9.97$16.07 per share2.72
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.20$5.36 per share2.85$25.28 per share0.60

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$5.05B$8.4112.7612.250.9015.86%20.33%1.31%5/2/2024 (Confirmed)
Ares Management Co. stock logo
ARES
Ares Management
$474.33M$2.3954.6922.930.9913.06%21.01%3.73%5/2/2024 (Confirmed)
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$882.80M$1.9013.178.751.3012.30%11.15%4.69%4/29/2024 (Confirmed)
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
-$608.40M-$1.69N/A9.660.96-20.53%19.74%5.99%5/2/2024 (Estimated)
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.951.02-1.70%7.93%3.15%4/23/2024 (Confirmed)

Latest APO, IVZ, ARES, BEN, and CG Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/2/2024N/A
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.74N/A-$1.74N/AN/AN/A  
5/2/2024N/A
Ares Management Co. stock logo
ARES
Ares Management
$0.94N/A-$0.94N/AN/AN/A  
4/29/2024N/A
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58N/A-$0.58N/AN/AN/A  
4/23/2024N/A
Invesco Ltd. stock logo
IVZ
Invesco
$0.40N/A-$0.40N/AN/AN/A  
2/8/2024Q4 2023
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.64$1.75+$0.11-$1.15$823.27 million$795.00 million
2/8/2024Q4 2023
Ares Management Co. stock logo
ARES
Ares Management
$1.10$1.21+$0.11$1.56$862.71 million$1.05 billion    
2/7/202412/31/2023
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$0.78$0.86+$0.08$3.64$860.68 million$896.40 million    
1/29/202412/31/2023
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$0.58$0.65+$0.07$0.80$1.51 billion$1.99 billion      
1/23/202412/31/2023
Invesco Ltd. stock logo
IVZ
Invesco
$0.40$0.47+$0.07$2.58$1.11 billion$1.05 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.60%-9.89%20.45%1 Years
Ares Management Co. stock logo
ARES
Ares Management
$3.722.85%+24.40%155.65%6 Years
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.244.96%-6.19%65.26%1 Years
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$1.403.21%+11.20%N/A 2 Years
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.24%+0.53%N/A 3 Years

Latest APO, IVZ, ARES, BEN, and CG Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
2/6/2024
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
quarterly$0.314.66%3/27/20243/28/20244/12/2024
2/8/2024
Ares Management Co. stock logo
ARES
Ares Management
Quarterly$0.932.74%3/14/20243/15/20243/29/2024
1/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
Quarterly$0.205.02%2/15/20242/16/20243/4/2024
2/6/2024
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
quarterly$0.353.1%2/22/20242/23/20243/1/2024
2/8/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
Quarterly$0.431.6%2/16/20242/20/20242/29/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
0.34
1.54
1.54
Ares Management Co. stock logo
ARES
Ares Management
0.69
1.02
1.02
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
0.86
1.92
1.92
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
1.52
2.27
2.27
Invesco Ltd. stock logo
IVZ
Invesco
0.77
5.01
5.01

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
77.06%
Ares Management Co. stock logo
ARES
Ares Management
50.03%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
47.56%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
55.88%
Invesco Ltd. stock logo
IVZ
Invesco
66.09%

Insider Ownership

CompanyInsider Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
8.70%
Ares Management Co. stock logo
ARES
Ares Management
47.34%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
24.13%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
27.00%
Invesco Ltd. stock logo
IVZ
Invesco
2.00%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4,879568.16 million518.73 millionOptionable
Ares Management Co. stock logo
ARES
Ares Management
2,850309.60 million163.04 millionOptionable
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
9,200526.56 million399.50 millionOptionable
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
2,200362.11 million264.34 millionOptionable
Invesco Ltd. stock logo
IVZ
Invesco
8,500449.20 million440.22 millionOptionable

APO, IVZ, ARES, BEN, and CG Headlines

SourceHeadline
Invesco (NYSE:IVZ) PT Raised to $17.00Invesco (NYSE:IVZ) PT Raised to $17.00
americanbankingnews.com - April 19 at 2:36 AM
Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF flat on Tuesday (IUTE)Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF flat on Tuesday (IUTE)
theglobeandmail.com - April 18 at 8:33 AM
Invesco (NYSE:IVZ) PT Raised to $17.00 at Morgan StanleyInvesco (NYSE:IVZ) PT Raised to $17.00 at Morgan Stanley
marketbeat.com - April 18 at 8:16 AM
Invesco Total Return Bond ETF (GTO)Invesco Total Return Bond ETF (GTO)
finance.yahoo.com - April 17 at 8:15 PM
Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF down on Tuesday (IUTE)Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF down on Tuesday (IUTE)
theglobeandmail.com - April 17 at 10:14 AM
Invesco Select Trust Plc - Results of Adjourned Class MeetingsInvesco Select Trust Plc - Results of Adjourned Class Meetings
finanznachrichten.de - April 16 at 1:55 PM
Invesco (IVZ) Reports Next Week: Wall Street Expects Earnings GrowthInvesco (IVZ) Reports Next Week: Wall Street Expects Earnings Growth
zacks.com - April 16 at 11:06 AM
Invesco (IVZ) to Release Earnings on TuesdayInvesco (IVZ) to Release Earnings on Tuesday
americanbankingnews.com - April 16 at 1:44 AM
5 Beaten-Down Top-Ranked Stocks to Buy in S&P 500 ETF5 Beaten-Down Top-Ranked Stocks to Buy in S&P 500 ETF
zacks.com - April 15 at 1:15 PM
Baron Funds hikes Pine Labs valuation to $5.8 billion, Invesco marks it up to $4.8 billionBaron Funds hikes Pine Labs valuation to $5.8 billion, Invesco marks it up to $4.8 billion
economictimes.indiatimes.com - April 15 at 10:09 AM
Invesco Ltd. (NYSE:IVZ) Short Interest UpdateInvesco Ltd. (NYSE:IVZ) Short Interest Update
marketbeat.com - April 15 at 8:30 AM
Cerity Partners LLC Boosts Stock Position in Invesco Ltd. (NYSE:IVZ)Cerity Partners LLC Boosts Stock Position in Invesco Ltd. (NYSE:IVZ)
marketbeat.com - April 15 at 6:08 AM
Invesco Ltd. (NYSE:IVZ) Given Average Recommendation of "Hold" by AnalystsInvesco Ltd. (NYSE:IVZ) Given Average Recommendation of "Hold" by Analysts
americanbankingnews.com - April 14 at 3:00 AM
Invesco Ltd. (NYSE:IVZ) Given Consensus Rating of "Hold" by AnalystsInvesco Ltd. (NYSE:IVZ) Given Consensus Rating of "Hold" by Analysts
marketbeat.com - April 14 at 2:27 AM
Invesco (IVZ) Shares Cross Below 200 DMAInvesco (IVZ) Shares Cross Below 200 DMA
nasdaq.com - April 13 at 10:05 PM
Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF flat on Thursday (IUTE)Closing Bell: Invesco SP US Total Mkt ESG Tilt ETF flat on Thursday (IUTE)
theglobeandmail.com - April 13 at 7:03 AM
Invesco (NYSE:IVZ) Price Target Cut to $17.75Invesco (NYSE:IVZ) Price Target Cut to $17.75
americanbankingnews.com - April 13 at 3:08 AM
Should Value Investors Buy Invesco (IVZ) Stock?Should Value Investors Buy Invesco (IVZ) Stock?
zacks.com - April 12 at 10:46 AM
Invesco debuts fixed income ETFInvesco debuts fixed income ETF
funds-europe.com - April 12 at 7:43 AM
Invesco plans to exit MF business in IndiaInvesco plans to exit MF business in India
cafemutual.com - April 12 at 1:58 AM
Invesco (IVZ) March AUM Rises 2% on Upbeat Markets & InflowsInvesco (IVZ) March AUM Rises 2% on Upbeat Markets & Inflows
zacks.com - April 11 at 11:46 AM
The Goldman Sachs Group Cuts Invesco (NYSE:IVZ) Price Target to $17.75The Goldman Sachs Group Cuts Invesco (NYSE:IVZ) Price Target to $17.75
marketbeat.com - April 11 at 10:26 AM
Closing Bell: Invesco SP Intl Develped ESG Tilt ETF down on Tuesday (IITE)Closing Bell: Invesco SP Intl Develped ESG Tilt ETF down on Tuesday (IITE)
theglobeandmail.com - April 11 at 9:53 AM
Invesco Hits Wall on MF Street, may ExitInvesco Hits Wall on MF Street, may Exit
msn.com - April 10 at 11:12 PM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Apollo Global Management logo

Apollo Global Management

NYSE:APO
Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity and real estate markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. The firm provides its services to endowment and sovereign wealth funds, as well as other institutional and individual investors. It manages client focused portfolios. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. Its fixed income investments include income-oriented senior loans, bonds, collateralized loan obligations, structured credit, opportunistic credit, non-performing loans, distressed debt, mezzanine debt, and value oriented fixed income securities. The firm seeks to invest in chemicals, commodities, consumer and retail, oil and gas, metals, mining, agriculture, commodities, distribution and transportation, financial and business services, manufacturing and industrial, media distribution, cable, entertainment and leisure, telecom, technology, natural resources, energy, packaging and materials, and satellite and wireless industries. It also focuses on clean energy, sustainable industry, climate solutions, energy transition, industrial decarbonization, sustainable mobility, sustainable resource use, and sustainable real estate. It seeks to invest in companies based in across Africa, North America with a focus on United States, and Europe. The firm also makes investments outside North America, primarily in Western Europe and Asia. It employs a combination of contrarian, value, and distressed strategies to make its investments. The firm seeks to make investments in the range of $10 million and $1500 million. The firm seeks to invest in companies with Enterprise value between $750 million to $2500 million. The firm conducts an in-house research to create its investment portfolio. It seeks to acquire minority and majority positions in its portfolio companies. Apollo Global Management, Inc. was founded in 1990 and is headquartered in New York, New York with additional offices in North America, Asia, India and Europe.
Ares Management logo

Ares Management

NYSE:ARES
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
Franklin Resources logo

Franklin Resources

NYSE:BEN
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Canada; Dubai, United Arab Emirates; Edinburgh, United Kingdom; Fort Lauderdale, United States; Hyderabad, India; London, United Kingdom; Rancho Cordova, United states; Shanghai, China; Singapore; Stamford, United States; and Vienna, Austria.
The Carlyle Group logo

The Carlyle Group

NASDAQ:CG
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $50 million and $2 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority or a minority stake. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is based in Washington, District of Columbia with additional offices in 21 countries across 5 continents (North America, South America, Asia, Australia and Europe).
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Invesco

NYSE:IVZ
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.