PE firms are not valued as per their dividends. These are too unpredictable. If that were the case, what value would have bee estimated last quarter when the dividend was 0.86?
Agreed. Actually, all PE are great buys and holds. BX, best of breed, is safer but offers less short term potential,having already surged 30%+ this year. CG is catching up. KKR and APO have lagged because of their greater relative oil exposure. As oils stabilizes, we'll see both rise, especially APO that has been beat up so. All of them have great distributions.
My best pick is CG. JMO.