S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
How major US stock indexes fared Thursday, 4/18/2024
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These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China
S&P 500   5,011.12
DOW   37,775.38
QQQ   423.41
What's Driving Tesla Lower Ahead of its Earnings?
Stock market today: Asian markets sink, with Japan’s Nikkei down 3.5%, as Mideast tensions flare
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
These are the Top 4 Stocks for Buybacks in 2024
'There is no time to waste': EU leaders want to boost competitiveness to close gap with US and China

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
$60.99B1.632.36 million shs1.53 million shs
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$25.02
+0.8%
$27.10
$21.88
$30.32
$13.17B1.43.43 million shs4.02 million shs
Invesco Ltd. stock logo
IVZ
Invesco
$15.27
+0.2%
$15.78
$12.48
$18.71
$6.86B1.444.60 million shs2.89 million shs
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$93.41
-1.3%
$97.70
$47.79
$103.48
$82.67B1.613.45 million shs4.65 million shs
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$51.52
$51.52
$38.70
$53.89
$8.22B0.521.44 million shsN/A
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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%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
+0.87%-4.79%-7.54%-10.42%-7.78%
Invesco Ltd. stock logo
IVZ
Invesco
+0.20%-2.74%-0.91%-10.65%-12.59%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
-1.29%-7.01%-2.45%+10.94%+73.24%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
0.00%0.00%0.00%0.00%0.00%

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
4.6439 of 5 stars
2.42.02.51.82.62.54.4
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
3.4862 of 5 stars
0.91.03.32.92.02.53.1
Invesco Ltd. stock logo
IVZ
Invesco
4.6299 of 5 stars
3.13.02.53.12.51.72.5
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4.9902 of 5 stars
2.55.01.73.03.15.04.4
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/AN/AN/AN/AN/A

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
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
1.71
Reduce$27.509.91% Upside
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$17.4614.33% Upside
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
2.92
Moderate Buy$90.64-2.96% Downside
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/A

Current Analyst Ratings

Latest BEN, APO, IVZ, OAK, and KKR 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
4/11/2024
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
4/11/2024
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
TD Cowen
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$144.00
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
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetMarket Outperform ➝ Market Outperform$108.00 ➝ $112.00
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
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$107.00 ➝ $113.00
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
4/4/2024
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingOutperform ➝ Outperform$104.00
4/2/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetNeutral ➝ Neutral$17.75 ➝ $18.00
(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$8.13 per share13.20$41.98 per share2.56
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$7.85B1.68$3.71 per share6.75$25.15 per share0.99
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.20$5.38 per share2.84$25.28 per share0.60
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$14.50B5.70$2.78 per share33.63$65.27 per share1.43
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$1.39B5.93$3.22 per share15.98$13.28 per share3.88

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$8.4112.7612.250.8915.86%20.33%1.31%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)
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.951.01-1.70%7.93%3.15%4/23/2024 (Confirmed)
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$3.73B$4.0822.8917.430.8825.74%4.21%0.84%5/1/2024 (Confirmed)
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$223.42M$2.6319.5914.232.4517.16%19.02%3.80%N/A

Latest BEN, APO, IVZ, OAK, and KKR 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  
5/1/2024N/A
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0.80N/A-$0.80N/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
2/6/2024Q4 2023
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0.81$0.84+$0.03$0.54$995.64 million$1.07 billion
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
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$1.244.96%-6.19%65.26%1 Years
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.24%+0.53%N/A 3 Years
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$0.660.71%+7.04%16.18%4 Years
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$4.208.15%N/A159.70%N/A

Latest BEN, APO, IVZ, OAK, and KKR 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
1/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
Quarterly$0.205.02%2/15/20242/16/20243/4/2024
2/6/2024
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
Quarterly$0.16500.7%2/15/20242/16/20243/1/2024
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
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
0.86
1.92
1.92
Invesco Ltd. stock logo
IVZ
Invesco
0.77
5.01
5.01
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
0.82
0.11
0.11
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
3.02
2.52
2.52

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
77.06%
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
47.56%
Invesco Ltd. stock logo
IVZ
Invesco
66.09%
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
76.26%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
37.03%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
4,879568.16 million518.73 millionOptionable
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
9,200526.56 million399.50 millionOptionable
Invesco Ltd. stock logo
IVZ
Invesco
8,500449.20 million440.22 millionOptionable
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
4,490885.01 million536.85 millionOptionable
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
950159.63 millionN/AOptionable

BEN, APO, IVZ, OAK, and KKR Headlines

SourceHeadline
JA Mitsui Leasing Acquires Oakmont Capital ServicesJA Mitsui Leasing Acquires Oakmont Capital Services
monitordaily.com - April 5 at 2:29 AM
JA Mitsui Leasing Buys Oakmont CapitalJA Mitsui Leasing Buys Oakmont Capital
forconstructionpros.com - April 5 at 2:29 AM
South Florida real estate projects in the pipeline for the week of March 22South Florida real estate projects in the pipeline for the week of March 22
bizjournals.com - March 25 at 2:18 AM
Oaktree-backed insurer Utmost seeks staff for new UK bulk annuities divisionOaktree-backed insurer Utmost seeks staff for new UK bulk annuities division
msn.com - March 22 at 5:59 PM
Red Oak Capital Holdings provides $4 million bridge loan for multifamily complex in IndianapolisRed Oak Capital Holdings provides $4 million bridge loan for multifamily complex in Indianapolis
rejournals.com - March 20 at 5:13 PM
Oaktree to acquire manufacturer LPW GroupOaktree to acquire manufacturer LPW Group
pehub.com - March 19 at 9:33 AM
Joshua Tree Experts Puts Down Roots With First Multi-Unit PartnersJoshua Tree Experts Puts Down Roots With First Multi-Unit Partners
franchisetimes.com - March 16 at 10:20 AM
Equity markets cant be a one-way street, says White Oak Capitals Prashant Khemka'Equity markets can't be a one-way street,' says White Oak Capital's Prashant Khemka
msn.com - March 13 at 9:45 AM
Capital Group Issues Capital Market AssumptionsCapital Group Issues Capital Market Assumptions
tmcnet.com - February 23 at 10:50 PM
Barclays Restructure, Capital One Discovery Deal, MoreBarclays Restructure, Capital One Discovery Deal, More
bloomberg.com - February 20 at 4:11 PM
Capital One acquires Discover: Here’s what consumers need to knowCapital One acquires Discover: Here’s what consumers need to know
silive.com - February 20 at 4:11 PM
Angel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFsAngel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFs
tmcnet.com - February 20 at 9:46 AM
Buy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth AnticipatedBuy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth Anticipated
markets.businessinsider.com - February 7 at 10:41 AM
Oaktree Specialty Lending Shares Fall 7.1% After Performance ChallengesOaktree Specialty Lending Shares Fall 7.1% After 'Performance Challenges'
marketwatch.com - February 1 at 4:17 PM
Key Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward ScaleKey Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward Scale
markets.businessinsider.com - January 31 at 5:59 PM
New hire at Apposite CapitalNew hire at Apposite Capital
laingbuissonnews.com - January 31 at 5:59 PM
Oaktree Speciality Lending: 10% Yielder With A De-Risked ProfileOaktree Speciality Lending: 10% Yielder With A De-Risked Profile
seekingalpha.com - January 21 at 2:08 PM
This Weeks Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu TransactionThis Week's Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu Transaction
bisnow.com - January 6 at 11:01 PM
TORM: Oaktrees Divestment Is A Headwind, But Creates OpportunitiesTORM: Oaktree's Divestment Is A Headwind, But Creates Opportunities
seekingalpha.com - December 6 at 6:43 PM
Oaktree Specialty Lending: 3 Reasons To Buy This 11% YieldOaktree Specialty Lending: 3 Reasons To Buy This 11% Yield
seekingalpha.com - December 6 at 1:43 PM
Oaktree finally cashes in Torm shares with $85m saleOaktree finally cashes in Torm shares with $85m sale
tradewindsnews.com - December 5 at 9:33 AM
Oaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrowOaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrowOaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree tries — again — to cash in on Torm shares with $89m saleOaktree tries — again — to cash in on Torm shares with $89m sale
tradewindsnews.com - November 28 at 8:23 AM

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.
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.
Invesco logo

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.
KKR & Co. Inc. logo

KKR & Co. Inc.

NYSE:KKR
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm considers investments in all industries with a focus on software, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments, but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. It seeks to invest $30 million to $717 million in companies with enterprise values between $500 million to $2389 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority positions. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Sweden and Asia.
Oaktree Capital Group LLC Unit logo

Oaktree Capital Group LLC Unit

NYSE:OAK
Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities. The company pursues these strategies through closed-end, open-end, and evergreen funds. Oaktree Capital Group, LLC was incorporated on May 15, 2007 and is headquartered in Los Angeles, California.