Ares Management Corporation

BDCs trade at a steep discount, but the risks the bears talk about most may not be the ones that matter. One overlooked risk, hidden in loans made years ago, is already hurting several well-known names. Some of the most popular BDCs may be more exposed than their results suggest, and the moment of truth is getting closer.

Leading alternative asset managers have tumbled nearly 50% from their highs. AI and infrastructure investments could fuel enormous growth. Historically low valuations could offer exceptional long-term returns.

Ares Management (ARES) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ares Management Corporation remains a Buy as earnings growth outpaces recent multiple compression, presenting an attractive accumulation opportunity. Q2 delivered strong results: after-tax realized income per share rose ~25% YoY, fee-related earnings up ~20%, and margins widened to 42.2%. Pipeline strength is evident with committed capital not yet paying fees rising to ~$114b, supporting future management fee growth.

Amazon, Ares Management, and MIAX are my top picks in a market driven by AI capex and selective profitability. AMZN's massive AI-backed capex is supported by strong demand, with potential for $1 trillion in AWS revenue and double-digit EPS growth. ARES offers private credit exposure, robust AUM growth, and a near 5% yield, trading at a six-year low P/E with double-digit EPS growth expected.

Ares Management Corporation (“Ares”) (NYSE: ARES), a leading global alternative investment manager, announced today that Ares Real Estate has established a

LONDON--(BUSINESS WIRE)--Ares Management Corporation (“Ares”) (NYSE: ARES), a leading global alternative investment manager, announced today that Ares Real Estate has established a European logistics investment partnership with Norges Bank Investment Management (“NBIM”). NBIM has made an equity commitment of €1.5 billion. This transaction marks the first collaboration between Ares and NBIM. Ares will target attractive logistics investment opportunities across Europe, with a focus on modern, hig.

BDC valuations have dropped to levels seen only a few times in the sector's history, which creates a rare entry point for patient investors. The usual household names may not be the safe haven many assume, especially as a credit cycle looms. I highlight 2 lesser-known BDCs that come out ahead on fees, portfolio quality and leverage.