NYSE:KKRCapital Markets
Should Montaka’s Fee-Focused Thesis and the Pembina Deal Require Action From KKR (KKR) Investors?
Montaka Global Investments recently highlighted KKR & Co. Inc. in its first-quarter 2026 investor letter, citing strong fundamentals and an expectation that fee-related earnings could grow by more than 20% per annum in 2026.
At the same time, Apollo Global Management’s agreement to purchase a 40% stake in Pembina Gas Infrastructure from KKR underscores how asset sales and partnerships may influence KKR’s fee profile and capital deployment.
Next, we’ll examine how Montaka’s focus on KKR’s...