KKR Group's strategic shift is worth paying attention to.

date
03/08/2025
What is truly worth paying attention to is not KKR's performance itself, but its strategic shift. In just one week, KKR consecutively made moves: establishing a joint venture with Energy Capital Partners to build a data center in Texas, acquiring a stake in Harley-Davidson's financial business, launching equity wealth products with Capital Group, and making a big push into the field of medical patent licensing. The company also raised a $6.5 billion credit fund, focusing on providing financing for private asset-backed securities. These actions all point towards a strategic transformation by establishing countercyclical fee-based businesses, KKR aims to achieve sustainable recurring income. At the core of this strategy, the group's Global Atlantic insurance subsidiary contributed $277.9 million in profit.