|
Feb 18
|
|
$133.97
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Federated Hermes Hits All-Time High: What Inv...
|
|
Feb 18
|
|
$133.97
$133.97
+0.0%
|
LONG
|
Randall Williams
Sports Business Reporter, Bloomberg
|
"There's institutional investor money out there... looking to invest in professional sports franchises... Private equity is increasingly buying more stakes because they are seeing these meteorite fees continue to rise." As valuations hit levels where individuals can no longer afford teams (e.g., $8B for Seahawks), the capital stack requires institutional money. Private Equity firms raising dedicated sports funds will see increased deal flow and management fees as they provide the necessary liquidity for these transactions. LONG. Betting on the "financialization of sports" trend. League ownership rules (like the NFL's strict limits) could cap PE involvement; valuations could peak, reducing IRR for these funds. |
Bloomberg Markets
MSG Sports Considering Spinning Off New York ...
|
|
Feb 18
|
|
$133.97
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Ares Management Stock Outlook: Is Wall Street...
|
|
Feb 18
|
|
$133.97
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
How Recent Street Shifts Are Rewriting Ares M...
|
|
Feb 18
|
|
$19.41
$19.41
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
This Is Not Your Father's Retirement: The 4% ...
|
|
Feb 17
|
|
$130.41
$133.97
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
$100 Invested In Ares Management 10 Years Ago...
|
|
Feb 17
|
|
$130.41
$133.97
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
LRI Investments Buys $16 Million of Vanguard ...
|
|
Feb 17
|
|
$19.30
$19.41
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
Ares Capital: This 10% Yielder Now May Be Wor...
|
|
Feb 16
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Ares Management CEO Sees Strong 2026 Deal Pip...
|
|
Feb 16
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Ares Management Corp (ARES) Deepening Exposur...
|
|
Feb 16
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Deutsche Bank Upgrades Ares Management (ARES)
|
|
Feb 16
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Raymond James Upgrades Ares Management (ARES)
|
|
Feb 16
|
|
$19.37
$19.41
+0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
I Can't Imagine A Retirement Portfolio Withou...
|
|
Feb 16
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
3 Market-Beating Stocks Worth Your Attention
|
|
Feb 15
|
|
$19.37
$19.41
+0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
Morgan Stanley Direct Lending - Be Patient
|
|
Feb 15
|
|
$133.88
$133.97
+0.1%
|
SHORT
|
Finnhub News
|
The headline suggests a negative trend for software companies as a broader market rotation accelerates. |
Finnhub - ARES
Software Is Finally Cracking - And The Great ...
|
|
Feb 14
|
|
$133.88
$133.97
+0.1%
|
NEUTRAL
|
Finnhub News
|
Ares Management is evaluating a loan dispute involving Lyon against a potential media growth opportunity. |
Finnhub - ARES
Ares Management Weighs Lyon Loan Dispute Agai...
|
|
Feb 14
|
|
$133.88
$133.97
+0.1%
|
SHORT
|
Finnhub News
|
The headline questions if Ares Management's current pricing accurately reflects recent share declines and its high valuation multiples. |
Finnhub - ARES
Is Ares Management (ARES) Pricing Reflect Rec...
|
|
Feb 14
|
|
$19.37
$19.41
+0.2%
|
LONG
|
Finnhub News
|
The headline recommends purchasing eight investments that offer high yields, quality, and good value. |
Finnhub - ARCC
8 High Yields Of Quality And Value To Buy
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Ares Seeks $250 Million as Lyon Debt Marked t...
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Market Chatter: Ares Management Looking to Re...
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
'Ares Locked in $250 Million Fight Over Flags...
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
'Ares Leads €1.4 Billion Private Credit Loan ...
|
|
Feb 13
|
|
$19.37
$19.41
+0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
A Decade Of Dividends: Why Ares Capital Is St...
|
|
Feb 13
|
|
$19.37
$19.41
+0.2%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
I Wouldn't Want To Retire Without The 3 Most ...
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
A Historic Opportunity For Dividend Investors...
|
|
Feb 13
|
|
$133.88
$133.97
+0.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
Q4 Rundown: Ares (NYSE:ARES) Vs Other Asset M...
|
|
Feb 12
|
|
$133.94
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
'Goldman Leads $3.5 Billion Private Loan for ...
|
|
Feb 12
|
|
$19.47
$19.41
-0.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARCC
2 BDCs To Dump Before They Cut Their Dividend
|
|
Feb 12
|
|
$133.94
$133.97
+0.0%
|
LONG
|
Peter Harrison
CEO, Schroders
|
Harrison states the deal is driven by the need for "scale" and specifically to access Nuveen's "strength and depth of... Private Markets capabilities and Fixed Income distribution." Traditional "Active Management" (stock picking) is commoditized and capital-intensive due to tech costs. The "Alpha" and growth are entirely in Private Credit and Private Equity. If a giant like Schroders ($700B+ AUM) feels too small to compete without Private Markets exposure, the pure-play Alternative Asset Managers (Blackstone, KKR, Ares, Blue Owl) are the undisputed winners of this secular rotation. They are the predators; traditional managers are the prey. LONG the Alternative Asset Managers and Consolidators. Regulatory scrutiny on private credit valuations; slowing fundraising in private equity. |
Bloomberg Markets
Nuveen to Buy UK's Schroders for $13.5 Billio...
|
|
Feb 12
|
|
$133.94
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
5 Must-Read Analyst Questions From Ares’s Q4 ...
|
|
Feb 12
|
|
$133.94
$133.97
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - ARES
How Investors Are Reacting To Ares Management...
|
|
Feb 11
|
|
$19.91
$19.41
-2.5%
|
WATCH
|
Michael Batnick
Managing Partner, Ritholtz Wealth Management
|
BDCs and Private Credit firms have high exposure to software loans (ARCC has 24% in software/services; industry average ~22%). If the "death of SaaS" narrative gains traction, the collateral backing these loans (recurring revenue software businesses) becomes questionable. Be cautious of BDCs with heavy software exposure during this sentiment shift. Software companies prove resilient; default rates remain low. |
The Compound News
What Would You Do With $3 Million? | Animal S...
|
|
Feb 11
|
|
$137.38
$133.97
-2.5%
|
LONG
|
Leslie Picker
Reporter, CNBC
|
Alternative asset managers have sold off double digits recently due to fears of AI disrupting their software holdings. Executives state exposure is small (<10%) and they have been underwriting AI risks for years. The market has priced in a worst-case scenario for private portfolios that contradicts the actual data provided by management. If the exposure is minimal and the "AI disruption" fear is exaggerated, the stocks are undervalued. Long these asset managers as the market realizes the "AI death" thesis for their portfolios is flawed. Private valuations may still need to adjust downwards; indirect exposure via "GDP stakes" or non-software sectors could still be hit by AI deflation. |
CNBC
How alternative asset managers are easing sof...
|