KKR (KKR) Investor presentation summary

Business overview and scale

• Founded in 1976, operates as a global investment firm with $796 billion in assets under management as of June 30, 2026, and approximately 4,200 employees across 36 offices on four continents.

• Investment experience spans credit & liquid strategies ($331bn), private equity ($255bn), and real assets ($211bn), with a multi-asset approach.

• Business model is purpose-built for growth, leveraging asset management, insurance, and strategic holdings as core engines.

• Leadership team is highly aligned, with employees owning about 30% of outstanding stock, far above S&P 500 averages.

Growth, diversification, and performance

• Assets under management have grown at an 18% CAGR since 2010, reaching $796 billion by 2Q'26, with significant diversification across asset classes.

• Global Atlantic, a leading insurance subsidiary, has tripled its AUM since 2020 and now manages $220 billion, contributing $1.1 billion in LTM insurance operating earnings.

• Strategic Holdings segment includes stakes in 18 companies, generating $3.5 billion in adjusted revenues and ~$800 million in adjusted EBITDA for the latest twelve months.

• Long-term performance is differentiated, with a 19% annualized total return since NYSE listing, outperforming major indices.

Corporate governance and culture

• Governance structure features a majority independent board, annual director elections, and a transition to a one share, one vote structure by end of 2026.

• April 2026 special meeting resulted in the elimination of the 90% supermajority requirement and adoption of majority voting for charter amendments.

• Corporate culture emphasizes collaboration, best-in-class talent, and a unified compensation pool to reinforce alignment and innovation.