Blackstone Inc.
The fund initiated a position in Blackstone during Q2 while modestly increasing its equity allocation. The commentary does not provide a Blackstone-specific valuation framework…
BX
3 published ideas on Blackstone Inc. across 3 funds — 3 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Blackstone: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
The fund initiated a position in Blackstone during Q2 while modestly increasing its equity allocation. The commentary does not provide a Blackstone-specific valuation framework…
The fund initiated Blackstone with the shares trading near five-year-low valuation levels. It views Blackstone’s scale as the world’s largest alternatives asset manager as an…
The fund initiated Blackstone with the shares trading near five-year-low valuation levels. As the world's largest alternatives asset manager, Blackstone offers scale and…