PE Replication

DailyAlts’ premiere premium research letter designed to mirror the performance of today’s leading private equity firms. This strategy combines strong-cash flow, real estate assets, business development companies, and real assets to consistently provide share appreciation upside and extraordinary income.

Top Story

Melvin: Digesting KKR Earnings for Q3

KKR & Co.

KKR earnings came out this week. If you read the headlines surround the recent earnings report form KKR and Company (KKR), you would think the world had ended for the private equity and alternative investment firm. While earnings did drop 23% year over year, this was implied because the company did not sell many assets to generate incentive fees in the quarter. The media loved the topic, but it didn’t come up n the analyst and investors call in any significant way at all.

Read more

DailyAlts Newsletters

Subscribe to DailyAlts Newsletters. Get breaking alternatives investment news, insight, and commentary right to your inbox.

Melvin: Digesting KKR Earnings for Q3
October 30, 2019

KKR earnings came out this week. If you read the headlines surround the recent earnings report form KKR and Company (KKR), you would think the world had ended for the private…

Melvin: Recapping the Blackstone Earnings Report
October 27, 2019

The Blackstone earnings report is always an important quarterly event. Over my years in the investment business, I have learned to watch what people are doing with their money instead…

Tim Melvin: The Case for Private Equity Replication
October 20, 2019

Private equity replication represents a unique opportunity for investors to avoid the high costs of PE investment. Forbes Magazine recently ran a story about the high barriers to entry for…

Northwestern Study: Private Equity Helped During Great Recession
September 9, 2019

Study shows that private equity’s leverage is a good thing when times get tough A Northwestern study notes that debt during a recession can be a very bad thing. But it…