Dear Reader Have you heard of a crisis? Look at the investment performance of KKR. It continued to be a real strength for the firm. In 2020, KKR’s flagship private equity funds returned well ahead of the 17% and 18% total return figures of the MSCI World and S&P 500 indices. Performance here was strongest in the Americas, driven by a number of digital and tech-oriented investments as well as strong performance in some of our carve-outs, Americas XII appreciated 48% over the year.
In real estate, KKR‘s flagship opportunistic funds appreciated 8%, which compares quite favorably to the negative performance across major REIT indices. And the more mature Infrastructure II fund had an excellent year appreciating 34% driven by a number of sizable monetizations.
You really should consider investing in private markets. There are so many great opportunities, also right here in Switzerland.
Kind regards,
Maurice Pedergnana
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