For example, the March 2024 portfolio included several traditional value names such as alternative asset manager Carlyle Group CG and real estate firm ... peer median. Vulcan Value Partners ...

Over time, Fitzpatrick recognized that not all cheapness translates into value, especially when the underlying business lacks ...

For example, the March 2024 portfolio included several traditional value names such as alternative asset manager Carlyle Group CG and real estate firm ... peer median. Vulcan Value Partners ...

Vulcan Value Partners highlighted stocks like KKR & Co. Inc. (NYSE:KKR) in the fourth quarter 2024 investor letter. KKR & Co. Inc. (NYSE:KKR) is an equity and real estate investment firm.