Robin (@robinwdm) on getquin

🕵🏽‍♂️ KKR vs. Blackstone: Which investment firm suits your portfolio better? 🔍

Hello everyone,

I would like to start a discussion about two of the biggest names in alternative investments: KKR and Blackstone. Both firms have their own strengths and investment approaches, but how do you decide which one is better for your portfolio?

$BX (+2.82%) Blackstone is best known for its dominance in the real estate sector, which makes up a large part of its portfolio. In addition to real estate, Blackstone is also active in private equity, credit markets and hedge funds. The firm is known for its diversified investment strategy and ability to perform stably in different market phases.

$KKR (+1.11%) KKR, on the other hand, is a force in the world of private equity, with a stronger focus on direct company investments. KKR is also involved in credit and real estate investments, but is particularly known for its active role in the management of the companies in which it invests and for implementing strategic improvements to increase value.

Over the past five years, both Blackstone and KKR have shown impressive performance, significantly outperforming the S&P 500. Blackstone, for example, has delivered a total return of over 300%, while the S&P 500 has returned approximately 83% over this period. This above-average performance reflects the strong market position and successful management of both companies.

Do you have Blackstone or KKR in your portfolio? Given their strong performance in recent years, do you think it makes sense to include both stocks to benefit from their market position and growth potential?

What role do the different investment strategies of KKR and Blackstone play in the selection for a portfolio?

To what extent do the historical returns and market performance of recent years influence your decision?

How do you assess the risk and diversification offered by both companies?

Does the fact that Blackstone pays regular dividends while KKR does so less influence your decision?

Could KKR's recent expansion and diversification lead to a change in its dividend policy, especially with regard to the amount and regularity of dividend payments?

I look forward to your insights and analysis on these two investment giants!

N@Khlmysee

8Mon

Please link the corresponding asset once. 😊

•

Show answer

All-in-or-nothing@All-in-or-nothing

Both via $IPRV in the portfolio along with countless other private equity Firmen👍🏻 $III also included and and and. I think the ETF is a good mix if you don't really want to commit to any of the big players.

Saschko@WarrenamBuffet

Team $BX

••

Investor@Investorentagebuch

7Mon

It should be borne in mind that if you really want to invest in the private equity asset class, you should not invest in the listed management vehicles, but in the respective funds (possibly via feeder vehicles). The listed management company lives primarily from the management fee and only to a small extent, if at all, from the success of the individual fund investments, so you are more likely to invest in an asset manager. It is similar to investing in Blackrock rather than any particular Blackrock fund. The funds from Blackstone and Blackrock, at least the PE vehicles, are simply not listed as a rule because it can make sense not to have open-end vehicles for reasons of alignment of interest (between investment teams and investors). Alternatively, there are now more and more of these Eltif constellations to make private equity even more accessible to small investors.

View all 6 further answers