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Company Research25 Sep 2024
Broadcom: Semiconductors, M&A's, and Bold Leadership
Broadcom has grown into one of the world's largest semiconductor companies through bold and strategic mergers & acquisitions over the years.
KKR (KKR) investor relations material
KKR Barclays 23rd Annual Global Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Financial Services Conference summary8 Sep, 2025
Business model and strategic focus
Emphasizes core strengths in investing acumen, capital allocation, and a collaborative culture, with all employees compensated from a single P&L.
Asset management AUM is approaching $700 billion, with a focus on leveraging core capabilities across insurance and strategic holdings.
Strategic holdings target an unconstrained market, leveraging a leading global private equity platform and significant AUM in direct private equity.
Growth is expected over the next 3–5 years, with a business model designed for long-term execution without significant increases in headcount or complexity.
Macro environment and market outlook
Global equity markets are near all-time highs, fixed income spreads are tight, and volatility is low.
IPO and secondary activity is increasing, with growing sponsor-backed exit pipelines.
Inflation is expected to remain above 2%, with two rate cuts anticipated this year and three next year.
Private equity performance and trends
Industry-wide capital return has been challenged due to overdeployment in 2021–2022, but disciplined deployment has led to outperformance in returns and DPI.
Americas private equity has distributed twice as much capital as called over the past eight years, with recent funds showing gross IRRs above 20%.
Fundraising momentum remains strong, with the latest Americas fund at $16 billion as of June 2023.
GP consolidation is expected to occur organically, benefiting larger, high-performing players.
How does Strategic Holdings reduce firm risk?
Global Atlantic earnings cadence and ROE inflection?
Outlook for organic GP consolidation in PE?
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Q3 20257 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
The O.G of Private Equity
KKR, or Kohlberg Kravis Roberts & Co., has consistently been a leader in the private equity industry. The company was founded in 1976 to create and manage private equity funds that acquired underperforming businesses. The trio had previously worked together at Bear Stearns, where they actually pioneered in completing some of the earliest leveraged buyouts that were made.
Stable performance through tough times
KKR has performed well in historical periods of high volatility and came out of the; 2000s recession with a gross IRR of 47 percent compared to 8 percent for the S&P 500. The Great Financial Crisis with a gross IRR of 32 percent compared to 15 percent for the S&P 500. And the COVID-19 Pandemic with a gross IRR of 16 percent compared to 4 percent for the S&P 500.
Still room left to grow
The company's segments, including private equity, growth, real estate, infrastructure, alternative credit, leveraged credit, and hedge funds, possess gigantic addressable markets. KKR is a leading player in many of these markets but only has market shares of low to mid-single digits, giving them much room to grow.
Consistently beating the S&P 500
Having completed private equity transactions with more than $690 billion as of summer 2022, KKR’s portfolio companies employ over 800 000 people worldwide. The company has generated a cumulative gross IRR of 26 percent since its inception, compared to the 12 percent achieved by the S&P 500 over the same period. Some of KKR’s competitors include Apollo Global Management, Brookfield Asset Management, and Blackstone.
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