Alternative Asset Managers: UBS Likes Carlyle, Barclays Touts Blackstone
June 12, 2012 at 12:57 PM EDT
The Street seems uncertain about how to value alternative asset managers, writes Barclays analyst Roger Freeman. That kind of confusion tends to open up investing opportunities: “We believe there is considerable value being left on the table in the alternative asset manager sector, and we believe that improving fundamentals as well as recent new public [...]