Markets· August 17, 2026 at 03:26 p.m.
Greenhaven Road Capital Maintains KKR Investment Despite Market Fears
Key takeaways
- KKR posted a one-month return of 13.58% in Q2 2026
- Greenhaven Road Capital believes KKR will continue to grow due to maturing strategies
- AI stocks are seen as offering greater upside potential by Greenhaven Road Capital
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted KKR & Co. Inc. (NYSE:KKR) as a strong investment despite market concerns. The private equity and real estate firm posted a one-month return of 13.58% in the second quarter, although its shares lost 22.00% over the past 52 weeks. Despite this decline, Greenhaven Road Capital believes that KKR will continue to grow due to the maturation of existing strategies and the development of the high-net-worth channel.
