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URL:  https://boards.fool.com/160-megashort-said-quotblesto-why-did-you-33971552.aspx

Subject:  Re: The FoxForceJournal. Date:  2/21/2013  7:30 PM
Author:  AltData Number:  394776 of 375

 Megashort said, "blesto, why did you choose Carlyle over Apollo, KKR and Blackstone? Low market cap compared to AUM?"

Kinda sorta yes. When I discovered their IPO, I just was interested in looking into them, and the more I looked the more I liked.

More of my thoughts and erratic ramblings here;http://boards.fool.com/the-carlyle-group-lp-cg-120533.aspx?mid=30132738

They IPO'd about the same time as Facebook and were sorta under most people's radar.

They make a distribution of $0.16 per unit share every quarter with a catchup distribution in the 4th quarter. This being their 1st, 4th quarter distribution and it's $0.85 per unit share. :-)

I've glanced at KKR, Apollo, BX but I never felt the need to dig in further.

In my humble and amateur opinion, I believe the unit share price will easily go over $40 and maybe trade in a range there while more people figure them out.

One thing I like is that the "Investment Professionals" of each of the funds receive as part of their performance fees, Unitshares of Carlyle. I think this aligns them nicely with my interests more and more, year after year.
 http://files.shareholder.com/downloads/AMDA-UYH8V/2158110207x0x578284/78a9d61e-4760-4c5e-80df-0aa883f15c4d/2012_Carlyle%20Financial%20Statements.pdf  See page 9

Mary, thankyou for the kind words. I'm glad I can impress someone. I know my CAPS score is way far from impressive. ;-)


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