The Carlyle Group Inc
CG: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| $78.00 | Qzqwwtn | Zwfwqpsn |
Improved Market Conditions and a Revised Compensation Structure Lifted Carlyle Group's Fortunes
Business Strategy and Outlook
The Carlyle Group has built a solid position in the alternative-asset management industry. It relies on its reputation, broad product portfolio, investment performance history, and cadre of dedicated professionals to not only raise capital but maintain its standing as a go-to firm for institutional and high-net-worth investors looking for exposure to alternative assets. With $426.0 billion in total AUM, including $307.4 billion in fee-earning AUM, at the end of December 2023, Carlyle is one of the world's largest alternative-asset managers.