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
$112.72
-0.9%
$111.29
$57.50
$117.15
$64.04B1.632.35 million shs1.38 million shs
Ares Management Co. stock logo
ARES
Ares Management
$135.90
-0.4%
$133.15
$77.97
$139.48
$42.07B1.171.02 million shs1.12 million shs
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$46.12
-0.5%
$45.89
$25.20
$48.52
$16.70B1.792.28 million shs1.40 million shs
Invesco Ltd. stock logo
IVZ
Invesco
$14.52
-0.4%
$15.73
$12.48
$18.71
$6.52B1.444.74 million shs7.88 million shs
Morningstar, Inc. stock logo
MORN
Morningstar
$302.36
+0.6%
$300.18
$163.28
$316.05
$12.92B1.15127,663 shs110,610 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
+2.87%+5.52%+1.06%+16.00%+79.73%
Ares Management Co. stock logo
ARES
Ares Management
+3.44%+4.32%+1.99%+16.23%+57.21%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
+2.50%+2.82%-0.19%+16.61%+53.67%
Invesco Ltd. stock logo
IVZ
Invesco
-6.38%-3.89%-7.13%-7.77%-13.41%
Morningstar, Inc. stock logo
MORN
Morningstar
-0.86%+1.14%-1.11%+6.95%+45.83%

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
4.6952 of 5 stars
2.42.02.51.82.62.54.4
Ares Management Co. stock logo
ARES
Ares Management
4.7903 of 5 stars
2.23.02.52.72.63.33.8
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
4.4327 of 5 stars
2.33.01.72.63.24.21.9
Invesco Ltd. stock logo
IVZ
Invesco
4.2653 of 5 stars
2.13.02.53.12.31.72.5
Morningstar, Inc. stock logo
MORN
Morningstar
3.4685 of 5 stars
1.55.00.83.21.83.30.6

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$113.330.54% Upside
Ares Management Co. stock logo
ARES
Ares Management
2.42
Hold$126.17-7.16% Downside
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
2.50
Moderate Buy$43.07-6.61% Downside
Invesco Ltd. stock logo
IVZ
Invesco
2.27
Hold$16.7915.65% Upside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.005.83% Upside

Current Analyst Ratings

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

DateCompanyBrokerageActionRatingPrice TargetDetails
4/24/2024
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$122.00 ➝ $123.00
4/24/2024
Invesco Ltd. stock logo
IVZ
Invesco
TD Cowen
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Lower Price TargetBuy ➝ Buy$21.00 ➝ $19.50
4/24/2024
Invesco Ltd. stock logo
IVZ
Invesco
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform ➝ Market Perform$18.00 ➝ $17.00
4/24/2024
Invesco Ltd. stock logo
IVZ
Invesco
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$17.75 ➝ $16.75
4/24/2024
Invesco Ltd. stock logo
IVZ
Invesco
Keefe, Bruyette & Woods
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingOutperform ➝ Market Perform$19.00 ➝ $17.00
4/24/2024
Invesco Ltd. stock logo
IVZ
Invesco
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetNeutral ➝ Neutral$17.00 ➝ $16.50
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
(Data available from 4/24/2021 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
$32.64B1.96$8.32 per share13.54$41.98 per share2.69
Ares Management Co. stock logo
ARES
Ares Management
$4.99B8.44$3.17 per share42.88$14.55 per share9.34
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$2.96B5.63$4.57 per share10.10$16.07 per share2.87
Invesco Ltd. stock logo
IVZ
Invesco
$5.72B1.14$4.97 per share2.92$25.28 per share0.57
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.34$9.45 per share31.99$31.10 per share9.72

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$8.4113.4012.870.9215.86%20.33%1.31%5/2/2024 (Confirmed)
Ares Management Co. stock logo
ARES
Ares Management
$474.33M$2.3956.8623.840.9913.06%21.01%3.73%5/2/2024 (Confirmed)
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
-$608.40M-$1.69N/A10.180.96-20.53%19.74%5.99%5/1/2024 (Confirmed)
Invesco Ltd. stock logo
IVZ
Invesco
-$96.90M-$0.74N/A7.521.03-1.70%7.93%3.15%7/23/2024 (Estimated)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2892.18N/A6.92%18.54%6.81%4/24/2024 (Confirmed)

Latest IVZ, APO, ARES, MORN, 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  
5/1/2024N/A
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$0.89N/A-$0.89N/AN/AN/A  
4/24/2024N/A
Morningstar, Inc. stock logo
MORN
Morningstar
N/AN/AN/AN/AN/AN/A
4/23/2024Q1 2024
Invesco Ltd. stock logo
IVZ
Invesco
$0.40$0.33-$0.07$0.35$1.08 billion$1.48 billion    
2/22/2024Q4 2023
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.97+$1.97$2.23N/A$538.70 million  
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    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$1.721.53%-9.89%20.45%1 Years
Ares Management Co. stock logo
ARES
Ares Management
$3.722.74%+24.40%155.65%6 Years
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
$1.403.04%+11.20%N/A 2 Years
Invesco Ltd. stock logo
IVZ
Invesco
$0.805.51%+0.53%N/A 3 Years
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.54%+14.09%49.39%1 Years

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

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
4/23/2024
Invesco Ltd. stock logo
IVZ
Invesco
quarterly$0.20505.26%5/13/20245/14/20246/4/2024
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
2/8/2024
Ares Management Co. stock logo
ARES
Ares Management
Quarterly$0.932.74%3/14/20243/15/20243/29/2024
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
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
Morningstar, Inc. stock logo
MORN
Morningstar
0.71
0.93
0.93

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%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
55.88%
Invesco Ltd. stock logo
IVZ
Invesco
66.09%
Morningstar, Inc. stock logo
MORN
Morningstar
57.02%

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%
The Carlyle Group Inc. stock logo
CG
The Carlyle Group
27.00%
Invesco Ltd. stock logo
IVZ
Invesco
2.00%
Morningstar, Inc. stock logo
MORN
Morningstar
37.70%

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
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
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.74 million26.63 millionOptionable

IVZ, APO, ARES, MORN, and CG Headlines

SourceHeadline
AT&T Earnings: Network Outage Didn’t Stop Solid Growth or Cash FlowAT&T Earnings: Network Outage Didn’t Stop Solid Growth or Cash Flow
morningstar.com - April 24 at 5:12 PM
33 Cheap Stocks to Buy in Q2: Morningstar33 Cheap Stocks to Buy in Q2: Morningstar
thinkadvisor.com - April 24 at 5:12 PM
Morningstar, Inc. Reports First-Quarter 2024 Financial ResultsMorningstar, Inc. Reports First-Quarter 2024 Financial Results
businesswire.com - April 24 at 4:15 PM
TNFD unlikely to be major issue in proxy season, says MorningstarTNFD unlikely to be major issue in proxy season, says Morningstar
environmental-finance.com - April 24 at 12:11 PM
5 Growth Stocks to Buy From the Best Money Managers5 Growth Stocks to Buy From the Best Money Managers
morningstar.com - April 23 at 4:10 PM
U.S. Investment-Grade Debt Issuance Rises to Near Record in First QuarterU.S. Investment-Grade Debt Issuance Rises to Near Record in First Quarter
barrons.com - April 23 at 11:09 AM
The Ultimate Veggie Burger Collection: 33 Recipes to Satisfy Every CravingThe Ultimate Veggie Burger Collection: 33 Recipes to Satisfy Every Craving
msn.com - April 23 at 11:09 AM
Morningstar downgrades Trojan Income fund ratingMorningstar downgrades Trojan Income fund rating
portfolio-adviser.com - April 23 at 11:09 AM
Texas politics leave transgender foster youth isolated — during and after life in state careTexas politics leave transgender foster youth isolated — during and after life in state care
msn.com - April 23 at 11:09 AM
Morningstar downgrades Trojan Income as behavioural biases emerge from new managerMorningstar downgrades Trojan Income as 'behavioural biases' emerge from new manager
investmentweek.co.uk - April 23 at 11:09 AM
Top 10 issuers dominate US active ETF marketplace, Morningstar saysTop 10 issuers dominate US active ETF marketplace, Morningstar says
msn.com - April 23 at 11:09 AM
New Morningstar Report Sheds Light on Rapid Expansion of Active ETFsNew Morningstar Report Sheds Light on Rapid Expansion of Active ETFs
businesswire.com - April 23 at 8:00 AM
Duality Advisers LP Acquires New Shares in Morningstar, Inc. (NASDAQ:MORN)Duality Advisers LP Acquires New Shares in Morningstar, Inc. (NASDAQ:MORN)
marketbeat.com - April 23 at 7:43 AM
The Morningstar Portfolio Risk Score matches clients to their risk profilesThe Morningstar Portfolio Risk Score matches clients to their risk profiles
wealthprofessional.ca - April 22 at 7:08 PM
SAP 1Q Revenue, Operating Profit HigherSAP 1Q Revenue, Operating Profit Higher
morningstar.com - April 22 at 7:08 PM
If recent stock-market weakness has you on edge, this might be your problemIf recent stock-market weakness has you on edge, this might be your problem
msn.com - April 22 at 2:07 PM
Can plastics transform? What plastic-intensive industries can learn from leaders in the low carbon transition: Morningstar SustainalyticsCan plastics transform? What plastic-intensive industries can learn from leaders in the low carbon transition: Morningstar Sustainalytics
ifamagazine.com - April 22 at 9:06 AM
Morningstar promotes Monika Calay to director of UK manager researchMorningstar promotes Monika Calay to director of UK manager research
investmentweek.co.uk - April 22 at 9:06 AM
Morningstar: Assets in climate-related funds grew by 16% in 2023 to $540bnMorningstar: Assets in climate-related funds grew by 16% in 2023 to $540bn
ifamagazine.com - April 22 at 9:06 AM
BlackRock Extends Its Dominance in Fast-Growing Corner of ESGBlackRock Extends Its Dominance in Fast-Growing Corner of ESG
bloomberg.com - April 22 at 4:04 AM
Climate-related funds grow 16% in 2023 to $540 billion — MorningstarClimate-related funds grow 16% in 2023 to $540 billion — Morningstar
pionline.com - April 22 at 4:04 AM
Morningstar reassess view of Platinum ETF and fundMorningstar reassess view of Platinum ETF and fund
morningstar.com.au - April 21 at 9:37 PM
When combining annuities and mutual funds makes sense, or notWhen combining annuities and mutual funds makes sense, or not
usatoday.com - April 21 at 11:36 AM
Driver seriously injured as tractor-trailer leaves road, rolls over after hitting bear in PenfieldDriver seriously injured as tractor-trailer leaves road, rolls over after hitting bear in Penfield
thecourierexpress.com - April 20 at 10:34 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.
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).
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.
Morningstar logo

Morningstar

NASDAQ:MORN
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.