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16:00
Feb 05 ◎
Michael Arrighetti ARES Q4 FY25 call
Ares' ABF (Asset-Based Finance) strategy has zero exposure to e-commerce aggregators and minimal exposure to subprime consumer and auto, suggesting its portfolio is higher quality than peers. — Highlights the quality of Ares' ABF book versus competitors, reducing the risk of credit losses and potentially leading to better fund performance and fundraising outcomes.
KKR
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About KKR Analyst Coverage

Buzzberg tracks KKR (KKR & Co. Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Michael Arrighetti.