Why? Is your view driven by technical or fundamental factors. Please share. I like this sector but each name has a set of unique drivers that I am trying to figure out so that I can make the best choice among BX, KKR, FIG, APO and Carlyle.
I am not sure that you will get a convincing message to buy one over another. It might be best to divide the money and get into more than 1. I am doing some comparisons of fundamentals and charts at the current prices, and one of them is NOT jumping out at me. Of course, things are at a new high (or close to it), but even the fundamentals are telling a mixed story. From a news standpoint it seems that KKR has a long time history and a good diversified portfolio, but APO has some other fundas that are better. So not sure if one pick is better than another (IMHO).