The Carlyle Group Inc
CG: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| zk@ | LOCK|&bVNC | LOCK|H&>&^Z |
Better Equity and Credit Market Conditions Have Improved Our Near-Term Outlook for Carlyle Group
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 $465 billion in total assets under management, or AUM, including $325 billion in fee-earning AUM, at the end of June 2025, Carlyle is one of the world's largest alternative-asset managers.
