{"id":90840,"date":"2025-10-17T00:29:50","date_gmt":"2025-10-17T04:29:50","guid":{"rendered":"https:\/\/www.hedgeco.net\/news\/?p=90840"},"modified":"2025-10-17T01:01:16","modified_gmt":"2025-10-17T05:01:16","slug":"analyst-calls-ares-a-buy-amid-alt-manager-stock-slump","status":"publish","type":"post","link":"https:\/\/hedgeco.net\/news\/10\/2025\/analyst-calls-ares-a-buy-amid-alt-manager-stock-slump.html","title":{"rendered":"Analyst Calls Ares a Buy Amid Alt-Manager Stock Slump"},"content":{"rendered":"\n<p>(HedgeCo.Net) A rough quarter for publicly listed alternative-asset managers has opened a buying window, according to\u00a0<strong>Oppenheimer<\/strong>analyst\u00a0<strong>Chris Kotowski<\/strong>, who upgraded\u00a0<strong>Ares Management<\/strong>\u00a0to \u201cOutperform\u201d this week.<\/p>\n\n\n\n<p>Kotowski argues that investors have overreacted to isolated credit defaults, dragging down stocks like Ares, Apollo, and Blue Owl despite stable fundamentals.<\/p>\n\n\n\n<p>\u201cAres has delivered consistent earnings growth for two decades,\u201d Kotowski wrote in a note. \u201cIts diversified fee income and disciplined underwriting make it one of the highest-quality franchises in alternatives.\u201d<\/p>\n\n\n\n<p>Ares stock has fallen nearly 18 % over the past three months. Kotowski\u2019s 12-month price target implies a 25 % rebound if credit markets stabilize.<\/p>\n\n\n\n<p>The note follows volatility tied to troubled private-credit borrowers such as Tricolor and Anthology. Still, analysts say those exposures are immaterial to large platforms.<\/p>\n\n\n\n<p>\u201cInvestors are throwing the baby out with the bathwater,\u201d said Kotowski. \u201cWe see a mismatch between perceived risk and actual portfolio performance.\u201d<\/p>\n\n\n\n<p>The endorsement may reignite confidence in publicly traded alternative-manager stocks, which remain key bellwethers for sentiment in private markets.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>(HedgeCo.Net) A rough quarter for publicly listed alternative-asset managers has opened a buying window, according to\u00a0Oppenheimeranalyst\u00a0Chris Kotowski, who upgraded\u00a0Ares Management\u00a0to \u201cOutperform\u201d this week. Kotowski argues that investors have overreacted to isolated credit defaults, dragging down stocks like Ares, Apollo, and [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,3,16048,15,16286],"tags":[4642],"class_list":["post-90840","post","type-post","status-publish","format-standard","hentry","category-activist-funds","category-hedgeco-news","category-hedgecovest-news","category-private-equity","category-venture-capital","tag-alternative-investments"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90840","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=90840"}],"version-history":[{"count":1,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90840\/revisions"}],"predecessor-version":[{"id":90841,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90840\/revisions\/90841"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=90840"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=90840"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=90840"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}