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Green&Gold Fund

Explore the investment potential of Blackstone (BX) with a focus on dividend income, AUM growth, and effective risk management. Discover why BX offers value and resilience in the market today.

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Green&Gold Fund

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Presentation Transcript

  1. Recommendation: Buy Blackstone (BX) Green&Gold Fund

  2. Key Investment Points • Dividend play with embedded call option on prosperity • Increasing AUM despite low stock price • Big real estate player • Dividend immune to proposed new tax law • More value today than a year ago • Improving operating cash flow

  3. Industry Overview • Focus on operational excellence, growth, performance, risk management, and compliance • Asset Management CEOs most optimistic out of any industry • Very capable of adaptation and reinvention • Transition taking place in risk taking • Opportunities are plentiful

  4. Blackstone (BX) Company Profile

  5. Profile

  6. Growth

  7. Financial Strength

  8. Investment Information 3 Year Price Graph (Morningstar)

  9. Stock Price since IPO

  10. YTD Stock Price

  11. Performance Fees

  12. SWOT Analysis • SWOT analysis, and how each point impacts company EPS/valuation multiple

  13. Book Value

  14. Investment Thesis • We should own this stock due to guaranteed revenue from increasing AUM, call option on performance fees, solid dividend, and improved valuation.

  15. Portfolio Placement / Recommendation • Sector : Alternative • Industry Group: Asset Management • Current Holdings: ODMX, PRPFX, MOO,GXG • Target Sector Allocation: 10%, $43,765 • Current Sector Allocation: 8.1% , $35,158 • Remaining Allocation: 1.91%, $8,318 • BUY 400 shares of BX at Limit Price of $13.50 (approx. $5,400, 1.24% of portfolio) • Allocation after purchase: 9.32%

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