KKR stock pitch - 2025-07-11
KKR (holding update): Trading below intrinsic value despite 12% FAUM growth to $526bn and 23% FRE growth to $823m (69% margin). Insurance biz earns 20% ROE. Strategic holdings contribute $90m now, path to $1bn. $116bn uncalled commitments + $245bn carry-eligible assets + $800m monetization pipeline provide visibility on future earnings despite PE exit challenges.
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