Published Wed, 11 Jan 2017 15:33:00 -0500 on Seeking Alpha
Subscribers to the Yield Hunting marketplace service received this alert almost two months ago when the shares traded at $15.50, or 7.8% below the current market price.
The Carlyle Group LP- (CG)
The company is an alternative investment asset manager with four differing segments: corporate private equity, real assets, global market strategies, and investment solutions. They are a leader in asset raising and private equity placement. Total assets are approximately $169 billion. As institutional investors continue to shift assets towards alternative classes in order to reduce risk, Carlyle Group should benefit.
Carlyle's main business operation is the acquisition of distressed businesses, repairing them, and then selling the rehabilitated company. But they also buy direct real estate, invest in infrastructure, make loans, and supply capital to middle-stage businesses.
Operations are conducted in four business groups:
Corporate Private Equity- buyout and growth capital Real Assets- real estate, infrastructure, and energy and renewable investments. Global Market Strategies- This segment houses their distressed debt and mezzanine financing operations along with hedge funds and structured credit. Investment Solutions- access to a broad array of alternative investment strategies including private equity and real estate. Investment Thesis
The business has been around a long-time and has a lengthy history of generating strong returns for their... Read more