Ares Management Corporation (ARES)
Ares Management: Buy This Cash Cow While It's Undervalued
Ares Management is rated a 'Buy,' offering an attractive entry for dividend growth and total return potential. ARES is demonstrating record fundraising, driven by strong institutional demand and expanding fee-paying assets. ARES benefits from diversified growth avenues—real estate, infrastructure, and international markets—beyond private credit, mitigating sector-specific risks.
Ares Management Is Oversold, Here's Why
Ares Management is oversold as the market panicked about some risks in the asset management space. I see strong financial growth, solid inflows, and a growing AUM. I don't see AI as a risk for ARES, but as an opportunity given its upcoming digital infrastructure fund and years of experience on that front.
Ares Caps Private-Credit Fund Redemptions Again as 14% Seek Exits
Ares Management limited withdrawals from its Strategic Income Fund after investors sought to redeem 14.4% of shares, though the firm expects to clear its redemption backlog by year-end.
ARES vs. KKR: Which Asset Manager Offers Better Upside Now?
Ares Management Corporation ARES and KKR & Co. Inc. KKR are prominent alternative asset managers with diversified investment platforms across private equity, credit and real assets. ARES primarily focuses on alternative investment solutions spanning credit, private equity, real assets, secondaries and insurance-related strategies.
Ares Management: The Fears Are Understood, The Discount Has Overshot
Ares Management has corrected ~34% from highs, but its fee base and earnings remain resilient, supporting a buy rating. Q1 2026 showed management fees up 22% YoY, FRE margin expansion to 42.4%, and record fundraising, indicating robust institutional demand. ~85% of AUM is in locked or long-dated vehicles, structurally insulating ARES from rapid credit stress and making the current valuation discount appear excessive.
Touchstone Mid Cap Growth Fund Q1 2026 Portfolio Review
The Touchstone Mid Cap Growth Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell Midcap Growth Index, for the quarter ended March 31, 2026. Among the top contributors to relative performance during the quarter were Vertiv Holdings, Ascendis Pharma, Howmet Aerospace, Diamondback Energy, and Roblox Corp. The largest detractors from relative performance during the quarter were Atlassian Corp., DoorDash Inc., Ares Management, Axon Enterprise, and MongoDB.
Most withdrawals from Ares private credit fund came from outside US, CEO says
Most of the requests to withdraw money from a private credit fund for the wealthy run by alternative asset manager Ares came from outside the United States, its CEO said on Wednesday.
Ares Management Corporation (ARES) Presents at Goldman Sachs 30th Annual European Financials Conference 2026 Transcript
Ares Management Corporation (ARES) Presents at Goldman Sachs 30th Annual European Financials Conference 2026 Transcript
Ares Management Corporation (ARES) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Ares Management Corporation (ARES) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Will ARES' Expanding AUM Balance Aid Long-Term Earnings Growth?
Ares Management targets strong long-term earnings growth as rising AUM, fee revenues and acquisitions expand its alternative investment platform.
Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up
Ares Management grew fee-related earnings by 26% year-over-year during the first quarter. AUM reached $644.3 billion, and management fees rose 25%. ARES is currently paying a 4.4% dividend yield, the highest in over 5 years, with the company having a history of blockbuster dividend hikes. 93% of management fees are from perpetual or long-dated capital, supporting stable earnings despite private credit redemption fears.
Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript
Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript
