KKR & Co. Inc. (KKR) in Oakmark Select Fund Q1 2024

Private Equity Strength and Strategic Growth

Apr 15, 2025

Summary

Investment rationale: Strong performance in private equity.
Market positioning: Leading global investment firm.
Risks and challenges: Market fluctuations and investment cycles.
Recent performance: Significant contributor to fund performance.
Future outlook: Positioned for continued strategic growth.

KKR & Co. Inc. (KKR, Financial) was recognized in the Oakmark Select Fund’s Q1 2024 commentary as a significant contributor to the fund's performance. The fund managers, including William C. Nygren, highlighted KKR's strength in the private equity sector and its role as a leading global investment firm. Despite potential risks from market fluctuations and investment cycles, KKR remains well-positioned for continued strategic growth.

"The largest individual contributors were First Citizens BancShares and KKR, and the largest individual detractors were Charter Communications and Lithia Motors." — William C. Nygren, Oakmark Select Fund, Q1 2024 Fund Letter

Read full letter at gurufocus Bill Nygren's Oakmark Select Fund 1st-Quarter Commentary 2024 Q1 page.

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