Global alternative asset manager The Carlyle Group L.P. (NASDAQ: CG) today released preliminary performance metrics for its carry funds 1 during the fourth quarter of 2012.
The Carlyle Group preliminary carry fund valuations increased 4% during the fourth quarter of 2012. Over the past twelve months, our carry fund portfolio increased 14%. In comparison, the MSCI All Country World Index 2 (ACWI) increased 3% during the quarter ending December 31, 2012 and has risen 14% over the past 12 months.
|The Carlyle Group Carry Fund Valuations||4Q 2012||2012|
|Overall Carry Fund Appreciation||4%||14%|
|Corporate Private Equity||5%||16%|
|Global Market Strategies||5%||23%|
Note: Appreciation / (Depreciation) represents unrealized gain / (losses) for the period on a total return basis before fees and expenses. The percentage of return is calculated as: ending remaining investment fair market value plus net investment outflow (sales proceeds minus net purchases) minus beginning remaining investment fair market value divided by beginning remaining investment fair market value. Fund only, does not include co-investment. The Global Market Strategies segment includes carry funds only and does not include structured credit funds and hedge funds.
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts