6 reasons why Blackstone shares are massively undervalued
Discover 6 little-known reasons why Blackstone, the leading alternative asset manager, is massively undervalued, including its data advantages, diversification, and industry-leading position.
5 reasons to buy alternatives giant KKR for your portfolio
From the enormous opportunity to further penetrate massive new markets like insurance and private wealth, leverage its scale advantage in Asia, or the potential for a valuation re-rating with smoother earnings streams, the future is full of extraordinary opportunities for KKR. With the stock undervalued, investors have a window of opportunity.
Extrapolation trap: Despite the recent growth slowdown, we remain bullish on the long-term structural growth of 2 key industries
As we see reports of decelerating growth this year and into next year, some investors may be questioning their outlook. These industries have not entered a ‘new normal’ of permanent slower growth. The slowdown is cyclical, not structural.
How we use the ‘private equity’ approach to invest in (shockingly undervalued) Microsoft
What if we owned all of Microsoft? This article takes a detailed look at how we implement the ‘private equity’ approach to public equities. We also shed light on why we believe that Microsoft is an $US11 trillion opportunity.
Why investors should take a ‘private equity’ approach in this difficult market
By taking a private equity approach to investing in the public equity markets in this difficult market, investors can harness the “best of both worlds” and still make superior returns over the long term.
Barbarians in your portfolio: The best way to access the private markets boom
Of the private market giants, our preferred option is Blackstone, the world’s number one player with $US731 billion of assets under management (AUM) across all asset classes. The company has grown its AUM by 16% per annum for the last decade. It has created a ‘flywheel’ where its success allows it to attract the best talent and best deals, that lead to further success.
