KKR & Co: Entry Opportunity Into A Long-Term Compounder

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Jul. 04, 2025 4:16 PM ETKKR & Co. Inc. (KKR) StockKKRVeltri Capital Insights5 FollowersSummaryFee-related earnings and AUM continue to grow steadily.The insurance business caused short-term volatility but has long-term potential.Market risks and low realizations remain, but the business model is resilient.Fundraising power is solid, and opportunities are being drawn, especially in private credit and infrastructure.Overall, I see long-term value despite short-term turbulence.EschCollectionInvestment thesisI hold a cautiously bullish point of view on KKR & Co (NYSE:KKR), a stock that has been recently subject to more volatility than usual, but seems to be making a comeback.While the company reportedThis article was written byVeltri Capital Insights5 FollowersI'm a market finance analyst and writer focused on macro trends, risk management, and strategic investing. With a background in financial risk analysis and a passion for decoding market behavior, I provide data-driven insights tailored for investors navigating today's dynamic global markets.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You