Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.

CG is set to acquire a majority stake in MAI, valuing it above $2.8B, boosting its push into fee-based wealth management and long-term client platforms.

Alternative asset ​manager Carlyle Group will ‌buy a majority stake in MAI Capital Management ​in a deal valuing the ​investment adviser at more ⁠than $2.8 billion.

CLEVELAND--(BUSINESS WIRE)--Carlyle initially invested in MAI in 2021 through its investment in Galway Holdings, which acquired MAI that year, and will become the majority owner.

Global private‑equity firms Alpha Wave, Carlyle and Anchorage Capital are backing the $1 billion fundraise for the Indian telecom operator Bharti Airtel's data center unit. Nxtra has around 300MW of data center capacity, which will be scaled to 1GW "in the next few years, targeting ~25% market share.

Carlyle Secured Lending Inc. trades at a 34% discount to NAV, reflecting sector-wide BDC concerns as well as dividend risk. CGBD's portfolio grew 37% year-over-year in Q4'25, driven by record organic loan origination as well as a 2024 merger with another investment company. The firm's net investment income per share declined ~30% year-over-year in Q4 '25, resulting in a CGBD dividend coverage ratio drop to 82.5%. A dividend cut is therefore likely.

Shares of alternative asset managers, including Blackstone Inc. and The Carlyle Group, moved higher on Monday after the Trump administration unveiled a long-awaited proposal that could expand access to private markets and cryptocurrencies within US retirement accounts. The proposed rule, issued by the US Department of Labor, aims to ease longstanding barriers that have limited the inclusion of alternative assets in 401(k) plans.

Investors with an interest in Financial - Investment Management stocks have likely encountered both Patria Investments (PAX) and Carlyle Group (CG). But which of these two companies is the best option for those looking for undervalued stocks?

Assenagon Asset Management S.A. increased its holdings in shares of Carlyle Group Inc. (NASDAQ: CG) by 43.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 61,998 shares of the financial services provider's stock after acquiring an additional 18,669 shares during the period.

The concerns about private credit largely center around non-banks making direct loans. One reason the sector has come under scrutiny is that it lends heavily to the beaten-down software sector.