Kewsong Lee - Carlyle CEO
| CG Stock | USD 46.12 0.21 0.45% |
CEO
Mr. Kewsong Lee serves as CoChief Executive Officer, Director of Carlyle Group Management L.L.C. Mr. Lee is Chairman of Carlyles Executive Group. Previously, Mr. Lee served as Deputy Chief Investment Officer for the Partnerships CPE segment and Head of our Global Credit segment. Prior to joining Carlyle in 2013, Mr. Lee was a partner at Warburg Pincus and a member of the firms Executive Management Group. During his 21 years at the firm, he led the Consumer, Industrial and Services group, and was actively involved in the firms financial services efforts, capital markets group and the development of the firms buyout practice. Mr. Lee serves as President of the Board of the Lincoln Center Theater and serves on Harvards Business Roundtable and Global Advisory Council since 2018.
| Age | 52 |
| Tenure | 6 years |
| Professional Marks | MBA |
| Address | 1001 Pennsylvania Avenue, NW, Washington, DC, United States, 20004-2505 |
| Phone | 202 729 5626 |
| Web | https://www.carlyle.com |
Carlyle Management Efficiency
The company has Return on Asset (ROA) of (0.0233) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0233. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.0788) %, which implies that it produced no returns to current stockholders. Carlyle's management efficiency ratios could be used to measure how well Carlyle manages its routine affairs as well as how well it operates its assets and liabilities. The Carlyle's current Return On Tangible Assets is estimated to increase to -0.03. The Carlyle's current Return On Capital Employed is estimated to increase to -0.02. At this time, Carlyle's Net Tangible Assets are most likely to decrease significantly in the upcoming years. The Carlyle's current Intangibles To Total Assets is estimated to increase to 0.04, while Non Current Assets Total are projected to decrease to roughly 1.2 B.Similar Executives
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Management Performance
| Return On Equity | -0.0788 | |||
| Return On Asset | -0.0233 |
Carlyle Group Leadership Team
Elected by the shareholders, the Carlyle's board of directors comprises two types of representatives: Carlyle inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Carlyle. The board's role is to monitor Carlyle's management team and ensure that shareholders' interests are well served. Carlyle's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Carlyle's outside directors are responsible for providing unbiased perspectives on the board's policies.
| William Shaw, Independent Director of Carlyle Group Management L.L.C. | ||
| Thomas Robertson, Independent Director of Carlyle Group Management L.L.C. | ||
| Deborah Polites, Chief Officer | ||
| Neeraj Bharadwaj, Partner | ||
| Bruce Larson, Senior Advisor | ||
| Christopher Finn, Chief Officer | ||
| Charles Andrews, Chief Officer | ||
| Janet Hill, Independent Director of Carlyle Group Management L.L.C. | ||
| James Hance, Operating Executive and Director of Carlyle Group Management L.L.C. | ||
| William Conway, Co-Founder, Co-CEO, Managing Director, Chief Investment Officer, Director of Carlyle Group Management LLC, Member of Management Committee and Member of Executive Committee | ||
| Pooja Goyal, Chief Partner | ||
| Susan Bass, Principal Equity | ||
| CPA Hance, Operating Director | ||
| Harvey Schwartz, CEO Director | ||
| Daniel Aniello, Chairman of the Board, Founder of Carlyle Group Management L.L.C. | ||
| Kunal Soni, Managing Director | ||
| David JD, CoFounder CoChairman | ||
| Jeffrey Ferguson, General Counsel of Carlyle Group Management L.L.C. | ||
| John Redett, CFO Strategy | ||
| Curtis Buser, Interim CFO of Carlyle Group Management L.L.C. | ||
| David Rubenstein, Co-CEO, Founder, Director of Carlyle Group Management L.L.C. | ||
| Sanket Patel, Principal CFO | ||
| MBA CFA, Chief Solutions | ||
| Kewsong Lee, Co-CEO, Director of Carlyle Group Management L.L.C. | ||
| Anthony Welters, Independent Director of Carlyle Group Management L.L.C | ||
| Long Hoang, Director of Asian Private Equity Platform | ||
| Edward Mathias, Managing Director and Director | ||
| Lawton Fitt, Independent Director of Carlyle Group Management L.L.C. | ||
| David Zwiener, Operating Executive of the Global Financial Services of Carlyle Group Management L.L.C. | ||
| Joshua Pang, MD Infrastructure | ||
| Peter Clare, Co-Chief Investment Officer, Co-Head of the U.S. Buyout Group and Director of Carlyle Group Management L.L.C. | ||
| Glenn Youngkin, President, COO, Managing Director and Member of Management Committee | ||
| Robby Winarta, Managing Director | ||
| Kara Helander, Chief Diversity Officer | ||
| Curtis CPA, Chief Officer | ||
| Kapil CFA, Managing Partner |
Carlyle Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Carlyle a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | -0.0788 | |||
| Return On Asset | -0.0233 | |||
| Profit Margin | (0.25) % | |||
| Operating Margin | (1.09) % | |||
| Current Valuation | 24.84 B | |||
| Shares Outstanding | 359.26 M | |||
| Shares Owned By Insiders | 32.42 % | |||
| Shares Owned By Institutions | 61.02 % | |||
| Number Of Shares Shorted | 15.49 M | |||
| Price To Earning | 6.52 X |
Pair Trading with Carlyle
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Carlyle position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Carlyle will appreciate offsetting losses from the drop in the long position's value.Moving together with Carlyle Stock
| 0.76 | SF | Stifel Financial Financial Report 24th of July 2024 | PairCorr |
Moving against Carlyle Stock
| 0.85 | AJX | Great Ajax Corp Earnings Call Next Week | PairCorr |
The ability to find closely correlated positions to Carlyle could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Carlyle when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Carlyle - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Carlyle Group to buy it.
The correlation of Carlyle is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Carlyle moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Carlyle Group moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Carlyle can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Carlyle Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Carlyle Group information on this page should be used as a complementary analysis to other Carlyle's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Complementary Tools for Carlyle Stock analysis
When running Carlyle's price analysis, check to measure Carlyle's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Carlyle is operating at the current time. Most of Carlyle's value examination focuses on studying past and present price action to predict the probability of Carlyle's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Carlyle's price. Additionally, you may evaluate how the addition of Carlyle to your portfolios can decrease your overall portfolio volatility.
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Is Carlyle's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlyle. If investors know Carlyle will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlyle listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.71) | Dividend Share 1.4 | Earnings Share (1.68) | Revenue Per Share 6.699 | Quarterly Revenue Growth 0.255 |
The market value of Carlyle Group is measured differently than its book value, which is the value of Carlyle that is recorded on the company's balance sheet. Investors also form their own opinion of Carlyle's value that differs from its market value or its book value, called intrinsic value, which is Carlyle's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlyle's market value can be influenced by many factors that don't directly affect Carlyle's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlyle's value and its price as these two are different measures arrived at by different means. Investors typically determine if Carlyle is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlyle's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.