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  • Featured steve schwarzman

    The Quick Investment Case for Blackstone

    Published: October 25, 2012

    Our investment case for Blackstone is that it is a well-diversified alternative asset manager. Management fees will go up (catching up to its recent torrid net inflows), realization will increase (especially in Real Estate group) and performance fees will be earned and distributed as dividends to...

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  • Logo whitebg 400

    Featured Call: Long Blackstone (NYSE: BX) Shares

    Published: May 24, 2012

    The thesis for Blackstone Group is a relatively simple one. In the current low rate no return environment pension funds and endowments will struggle to meet their required return thresholds. As they quickly come to this realization they will start to shift increasing amounts over to alternative a...

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  • Logo whitebg 400

    Featured Call: Long Blackstone (NYSE: BX) Shares

    Published: May 24, 2012

    The thesis for Blackstone Group is a relatively simple one. In the current low rate no return environment pension funds and endowments will struggle to meet their required return thresholds. As they quickly come to this realization they will start to shift increasing amounts over to alternative a...

    Read More »