Is it a Wise Decision to Acquire Carlyle Group Inc. (CG) Shares?

Vulcan Value Partners, an investment management firm, published its “Vulcan Value Partners Focus Fund” fourth quarter 2021 investor letter – a copy of which can be downloaded here. Vulcan’s Focus Composite Fund delivered a 7.3% net return for the fourth quarter of 2021, compared to its benchmarks, the Russell 1000 Value Index and S&P 500 Index which delivered 7.8% and 11.0% returns respectively for the same period. Spare some time to check the fund’s top 5 holdings to have a clue about their top bets for 2022.

Vulcan Value Partners Focus Fund, in its Q4 2021 investor letter, mentioned The Carlyle Group Inc. (NASDAQ:CG) and discussed its stance on the firm. Founded in 1987, The Carlyle Group Inc. (NASDAQ:CG) is a Washington, D.C.-based private equity company with a $16.6 billion market capitalization, and is currently spearheaded by its CEO, Kewsong Lee. The Carlyle Group Inc. (NASDAQ:CG) delivered a -15.12% return since the beginning of the year, while its 12-month returns are up by 26.66%. The stock closed at $46.60 per share on March 24, 2022.

Here is what Vulcan Value Partners Focus Fund has to say about The Carlyle Group Inc. (NASDAQ:CG) in its Q4 2021 investor letter:

“Carlyle Group Inc., one of KKR’s peers, also was a material contributor during the quarter. The company has deep and growing relationships with capital providers. Carlyle Group enjoys a very stable management fee stream and a proven ability to convert capital into a performance fee stream, both of which lead to a business with a stable and growing intrinsic value. In addition, the company enjoys nice tailwinds of increasing allocations to private and alternative investments.

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Our calculations show that The Carlyle Group Inc. (NASDAQ:CG) failed to obtain a mark on our list of the 30 Most Popular Stocks Among Hedge Funds. The Carlyle Group Inc. (NASDAQ:CG) was in 33 hedge fund portfolios at the end of the fourth quarter of 2021, compared to 34 funds in the previous quarter. The Carlyle Group Inc. (NASDAQ:CG) delivered a -16.02% return in the past 3 months. You can find other letters from hedge funds and prominent investors on our hedge fund investor letters 2021 Q4 page.

Disclosure: None. This article is originally published at Insider Monkey.