Greetings, and welcome to yet another edition of The FoxForceJournal.
Our featured stock is the CaryleGroup,LP. Picked by our esteemed CFO, and my good friend blesto. The stock has been on an absolute tear since his start price on 8/20/12 of $25.34 based on Caps. Leading to an impressive +44.71% stock gain in the contest.
I also happen to know, that as of 2/5/13 his own personal portfolio consisted of 12.2% in CG,And I'm pretty sure its higher now! (a round of applause floods the gallery).
ABOUT CARYLE- (from the website)
“Our purpose is to invest wisely and create value on behalf of an array of global investors, many of whom are public pensioners. We work for our investors.” Bill Conway, Chief Investment Officer About Carlyle - Overview
The Carlyle Group is a global alternative asset manager with more than $157 billion in assets under management across 101 funds and 64 fund of funds vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,300 professionals operating in 32 offices in North America, South America, Europe, the Middle East, North Africa, Sub-Saharan Africa, Japan, Asia and Australia.
We Work For Our Investors
More than 1,400 investors from 75 countries rely on Carlyle to achieve premium returns on their invested capital. Our investors range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Through an array of products and geographic specific-funds, we work to meet the dynamic needs of the world’s most sophisticated investors.
Four Business Segments Corporate Private Equity
– buyout and growth capital Real Assets
– real estate, infrastructure and energy and renewable resources Global Market Strategies
– distressed and corporate opportunities, corporate mezzanine, energy mezzanine, hedge funds and structured credit Fund of Funds Solutions
– private equity fund of funds program and related co-investment and secondary activities
Carlyle Creates Value
Carlyle uses its One Carlyle global network, deep industry knowledge, Executive Operations Group and portfolio intelligence to create and execute a customized value creation plan for each of our corporate private equity and real asset investments.
Reach - One Carlyle Global Network More than 600 investment professionals
on six continents with local knowledge and relationships Our professionals work together across funds, industries and geographies to help colleagues
Expertise - Deep Industry Knowledge
Invest in sectors we know, and value depth over breadth Sectors of focus: aerospace, defense & government services, consumer & retail, energy & power, financial services, healthcare, industrial, infrastructure, real estate, technology & business services, telecommunications & media and transportation
Impact - Executive Operations Group 28-person team of Operating Executives
- C-Level executives and sector specialists with an average of over 40 years' experience each Advise Carlyle professionals through the investment process, from sourcing deals, conducting diligence, managing companies and exiting transactions
Data - Portfolio Intelligence
Global portfolio of more than 200 companies and more than 250 active real estate investments as of September 30, 2012 generates real-time, actionable data Incorporate proprietary analysis of data into investment, operational and exit decisions
CALCULATION ON THE DIVIDEND FROM YAHOO (finally, we get a divi payer).
$1,000 purchased 39.2 shares on 8/20/12 @$25.50
On 11/15/12 CG paid out a .16 divi paying out $6.3 putting the initial investment at $994.7
Share price as of today puts the value of shares worth $1437.46 (note this does not factor in reinvested dividends)
Now Scruffys 40,000 shrs are worth- 1,020,000 start.
163,200 in dividends.
So todays total $1,630,000.
Sorry if I screwed up any of the math but I have a tasty burger that needs attending to.
And keep an eye out for the next-