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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01452576: Roberts and Asset (DS10)

Financial RecordDate unavailableEFTA014525761 keyword hits
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Investment analysis document dated January 28, 2014, discussing KKR & Co. as an alternative asset manager. The document references KKR's founding in 1976 by Co-CEOs Henry Kravis and George Roberts, along with Jerome Kohlberg, and analyzes the company's investment strategy and balance sheet.

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PersonKeyword
Excerpt 1
28 January 2014 Brokers, **Asset** Managers & Exchanges Alternative **Asset** Manager Initiation / KKR & Co.
Excerpt 2
We view the company as more akin to a traditional **asset** manager, with an alternative "twist", given a more pure focus on investing and less on business
Excerpt 3
This more reliable DE stream helps drive our Buy thesis, along with further P/E expansion toward traditional **asset** managers.

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