-
KKR & Co. Inc. (KKR $143.34)
-
Blackstone Inc. (BX $181.35)
-
Apollo Global Management Inc. (APO $138.03)
-
Invesco Global Listed Private Equity ETF (PSP $71.95)
-
Carlyle Group Inc (The) - Ordinary Shares (CG $66.60)
-
Blue Owl Capital Inc. Class A (OWL $18.75)
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?