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KKR & Co. Inc.
Financials · Asset Management & Custody Banks
KKR is a 3-engine alts platform: (1) FRE - fee-related earnings on ~$650B AUM growing low/mid-teens via flagship PE fund + infra + credit + private wealth; (2) Strategic Holdings - own-balance-sheet stakes in mature PE compounders, building toward a recurring operating-earnings stream; (3) Global Atlantic - insurance permanent capital + spread lending into private credit + direct-lending books.
Structural tailwind: alts share of global AUM still climbing; private wealth + insurance GA-style channels are the next leg. KKR is positioned alongside infra/data-center financing (Vantage, CoreWeave-adjacent deals).
- FRE compounds independent of mark-to-market - sticky 8-12yr lock-ups
- Strategic Holdings inflects toward recurring earnings - re-rate catalyst vs. pure-asset-manager comps $BX $APO $ARES
- GA gives perma-capital + spread engine - private credit + ABF flywheel
- Infra + data-center financing tailwind - power/AI capex needs PE money
- Private wealth channel (KREST, K-Series) opens HNW TAM
- Realizations gated on exit windows - IPO/M&A cyclicality drives carry timing
- GA spread compression if rates fall faster than asset-side reprices
- Alts fee compression as channel matures; flagship PE fundraising risk
- Regulatory drift on insurance-affiliate private credit (NAIC, Bermuda)
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