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KKR (KKR) investor relations material
KKR Goldman Sachs U.S. Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs U.S. Financial Services Conference summary9 Dec, 2025
Economic and market outlook
Economic performance is highly nuanced, with significant divergence across sectors and geographies; some industries face recession while others thrive.
Large U.S. companies have seen margin expansion, while mid-sized firms have struggled to maintain margins.
Europe is experiencing slower growth, while Asia, especially Japan, shows strong momentum.
The next few years will highlight the impact of strategic decisions made over the past decade, increasing the visibility of the 'haves and have-nots.'
Bifurcation in returns and performance is expected to widen across the marketplace.
Fundraising and capital deployment
Record fundraising year with $101 billion raised in the first nine months, driven by broad-based demand across asset classes.
Credit and asset-based finance (ABF) are leading fundraising, with $55 billion raised in credit alone.
Real estate equity remains the most challenging asset class, though signs of recovery are emerging.
Sovereign wealth funds and insurance companies are increasing allocations to alternatives, while pension funds focus on infrastructure and private credit.
Private equity investors are consolidating relationships, favoring top-performing partners.
Realizations and monetization
Realized carry is up 50% year-over-year, with unrealized carry also increasing, reflecting strong portfolio performance.
Monetizations are diversified across IPOs, strategic sales, and sponsor sales, each representing about a third of exits.
Global and services-focused portfolio has enabled successful monetizations, particularly in Asia.
How does KKR navigate the bifurcated economy?
Credit fee growth sustainability beyond raised capital
Capital Group partnership ramp-up strategy
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Eferix Drawings Google Play
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Frequently asked questions
The O.G of Private Equity
KKR, or Kohlberg Kravis Roberts & Co., has consistently been a leader in the private equity industry. The company was founded in 1976 to create and manage private equity funds that acquired underperforming businesses. The trio had previously worked together at Bear Stearns, where they actually pioneered in completing some of the earliest leveraged buyouts that were made.
Stable performance through tough times
KKR has performed well in historical periods of high volatility and came out of the; 2000s recession with a gross IRR of 47 percent compared to 8 percent for the S&P 500. The Great Financial Crisis with a gross IRR of 32 percent compared to 15 percent for the S&P 500. And the COVID-19 Pandemic with a gross IRR of 16 percent compared to 4 percent for the S&P 500.
Still room left to grow
The company's segments, including private equity, growth, real estate, infrastructure, alternative credit, leveraged credit, and hedge funds, possess gigantic addressable markets. KKR is a leading player in many of these markets but only has market shares of low to mid-single digits, giving them much room to grow.
Consistently beating the S&P 500
Having completed private equity transactions with more than $690 billion as of summer 2022, KKR’s portfolio companies employ over 800 000 people worldwide. The company has generated a cumulative gross IRR of 26 percent since its inception, compared to the 12 percent achieved by the S&P 500 over the same period. Some of KKR’s competitors include Apollo Global Management, Brookfield Asset Management, and Blackstone.
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