I have never held KKR because at first, my big position was Brookfield and once I discovered Apollo’s business model, I switched to Apollo. I still consider it the best of asset-heavy managers but, in my opinion, there is nothing wrong with holding KKR. For a while, Apollo was also much cheaper. I published about KKR on Seeking Alpha - you can find it if it is not behind a paywall.
might wanna fix these tickers in the spread sheet, you have bx/owl mixed up
Thanks. I put the company names correctly - Blackstone is my smallest position but mixed the tickers.
Alexander, I am likewise interested in KKR - Ive not got around to the analysis. What is the reason they are not / no longer a holding of yours?
I have never held KKR because at first, my big position was Brookfield and once I discovered Apollo’s business model, I switched to Apollo. I still consider it the best of asset-heavy managers but, in my opinion, there is nothing wrong with holding KKR. For a while, Apollo was also much cheaper. I published about KKR on Seeking Alpha - you can find it if it is not behind a paywall.