KKR(KKR) - 2019 Q2 - Earnings Call Presentation

Financial Performance - After-tax Distributable Earnings for the three months ended June 30, 2019 was $327282 thousand[26] - Book Value per Adjusted Share increased to $1781 as of June 30, 2019[4, 29] - Book Value per Adjusted Share has a Compound Annual Growth Rate (CAGR) of 15%[21] Investment Returns - Private Equity flagship funds, including North America XI, Asia II, and Europe IV, had a Last Twelve Months (LTM) Gross Return of 12%[20] - Real Estate I had a return of 7%[20] - Infrastructure II had a return of 13%[20] - Alternative Credit flagship funds, including Special Situations II, Private Credit Opportunities II, and Lending Partners II, had a return of 5%[20] - Leveraged Credit KKR Composite had a return of 5%[20] Fee Related Earnings - KKR's total Fees and Other, Net was $528 million for the quarter ended June 30, 2019[19] - Segment Operating Earnings was $445 million for the quarter ended June 30, 2019[19] - Total segment revenues was $908 million for the quarter ended June 30, 2019[19] Core Investing - Long Duration Core Investing has over $105 billion of AUM today[21]