CIO Paul Moore discusses the latest movements in the stocks held in the largest investment theme in the Global Companies strategies – US alternative investment managers Blackstone, Ares, Apollo and KKR.
All four managers have undertaken or are undertaking major corporate restructures to ensure they are as attractive as possible to a broad shareholder base – a move that Paul believes will be of assistance in creating the most shareholder value into the future.
This article reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.