Seeking Alpha

Bullish call on private equity from Oppenheimer

  • High-fliers in 2013, the private equity names have struggled this year, but Oppenheimer is a buyer on the dip as the fundamentals remain strong. The team's favorites are Carlyle Group (CG +0.5%), KKR (KKR +0.7%), and Fortress Investment (FIG +0.9%).
  • ETFs: PSP, PEX
Comments (1)
  • 063069
    , contributor
    Comments (17) | Send Message
     
    FIG in particular has improved AUM, earnings and Balance Sheet but has pulled back, now a very strong buy, with dividends boosts soon to flow as well.
    5 Jun 2014, 11:10 AM Reply Like
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