Best Performing Private Equity Stocks of 2021 for USA
Updated Jul 12, 2021
☀ Trending Among Corona Carnage ☀ List of Best Performing Corona Vaccine Stocks, Tech Penny Stocks, Healthcare Stocks, and Artificial Intelligence Stocks. The world of investing has interesting dimensions. Beyond the standard listed companies whose shares are available for convenient trading on the leading stock exchanges, there are ways to invest in private companies whose stocks are not listed on any stock exchanges, though such an investment is made indirectly. 'Private Equity' is the stream of investments where a financial or specialized company purchases a specified percentage of an unlisted, privately-held, promising-looking business, and aims to reap windfall profits few years down the line by selling the stake to some other company, to other (group of) investors, or encash it during the IPO process if the private company eventually goes for public listing. While it may not be easy to track the performance of the businesses in which these private equity companies invest, the share price of the listed private equity companies can provide a lot of insights for the shareholders of such companies. Among the several private equity investment companies whose stocks are actively trading on the stock exchanges, which have been the winners in terms of highest returns? This article provides a list of Private Equity stocks which have generated the highest returns in the year 2021 till date of writing. The list is prepared based on the percentage returns generated by the individual Private Equity stocks between the end of the previous and Jul 12, 2021, and the top 10 return generating Private Equity stocks are listed below.
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The following list presents stocks of the companies which belong to the broader Private Equity sector or the stock market index, their corresponding prices as of given date, and the percentage gains realized: 1) Oxford Square Capital Corp. (OXSQ)
Here's a look at the basic details and how the above mentioned stocks fared during the period:
Oxford Square Capital
Oxford Square Capital Corp. is a business development company, operates as a closed-end, non-diversified management investment company. It is a private equity and mezzanine firm. The firm invests in both public ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Oxford Square Capital. Based on the market-cap change from $151.25 million to $246.01 million during the given months of the year 2021 and the share price change from $3.05 per share to a price of $4.96 per share as of Jul 12, 2021, Oxford Square Capital Corp. (OXSQ) was successful in generating YTD returns of 62.62 percentage. Standing at the number one rank in the top performing list of Private Equity stocks, the Greenwich, CT-based Oxford Square Capital is categorized as the Financial Services sub-sector business which falls under the larger Finance sector.
The Blackstone Group L.P., incorporated on March 12, 2007, is a global alternative asset manager. The Companys alternative asset management businesses include investment vehicles focused on private equity, real estate, ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of The Blackstone. The New York, NY-headquartered company The Blackstone Group L.P. (BX) is ranked number two among the best performing stocks of Private Equity of 2021. The Finance sector business falls under the Investment Managers industrial sub-sector. Since the start of the year 2021, the stock price of The Blackstone has changed by 57.28 percent, which is calculated based on the previous year's closing price of $64.81 per share and year-to-date closing price of $101.93 per share as of writing. The market value of the company as indicated by its market-cap changed from $44.98 billion to $71.83 billion during the same period. Along with Private Equity, the company is also in the business of Finance, Investment Managers, Financial Services, Asset Management, Hedge Fund, among other usual products and services.
Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Prospect Capital. During the given months of the year 2021, Prospect Capital Corporation (PSEC) was successful in generating YTD returns of 55.08 percentage which helped it gain the number three spot in the list of the top performing stocks which generated maximum returns during year 2021 till date. As of December of the previous year, the stock of the New York, NY-based Prospect Capital closed at a price of $5.41 per share, while it traded at a price of $8.39 per share as of Jul 12, 2021. The company's market cap changed from $2.06 billion to $3.25 billion during the same period YTD. The company is classified under the Finance industry sector and further specialized as a Investment Managers sector business.
The Carlyle Group L.P., incorporated on July 18, 2011, is a diversified multi-product global alternative asset management firm. The Company advises on various investment funds and other investment vehicles that ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of The Carlyle. The District of Columbia, DC-based The Carlyle Group L.P. (CG) belongs to the Finance sector and is categorized as a Investment Managers company. The stock of The Carlyle ended the previous year at a price of $31.44 per share. As of Jul 12, 2021, the stock price has reached $48 apiece, which indicates a change of 52.67 percent making the company rank among the top performing stocks of the Private Equity for the year 2021 till date. At the end of the last year, company's market capitalization stood at $11.12 billion. It has now changed to $17.02 billion as of writing.
KKR & CO. L.P. (KKR), incorporated on June 25, 2007, is a global investment firm that manages investments across multiple asset classes, including private equity, energy, infrastructure, real estate, credit ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of KKR and. Rank number five in the coveted list is held by KKR and Co. L.P. (KKR) for being among the top performing stocks of 2021. Headquartered in New York, NY, the Finance sector company is categorized under the industrial sub-sector of Investment Managers. Since the start of the year 2021, stock of KKR and has so far gained 49.32 percentage, based on the previous year's closing price of $40.49 per share and year-to-date price of $60.46 per share. During the same period, the market capitalization of the company changed from $23.05 billion to $35.17 billion. The stock of KKR and continues to be a major constituent of many leading stock indexes which include Wilshire 5000 index, and several other broader level multi-cap market indicators.
BlackRock Capital Investment
BlackRock Capital Investment Corporation, formerly BlackRock Kelso Capital Corporation, incorporated on April 13, 2005, is a private equity company that is externally-managed, non-diversified closed-end management investment company. The Company provides ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of BlackRock Capital Investment. At number six in the list of top stocks stands BlackRock Capital Investment Corporation (BKCC), which saw a change in its stock price from the level of $2.69 apiece during previous year December end to the price of $4 per share as of Jul 12, 2021. It translates to a change of 48.7 percentage. The New York, NY-headquartered Finance sector company also saw its market value change from $194.52 million to $298.09 million.
Gladstone Investment Corporation, incorporated on February 18, 2005, is an externally managed, closed-end, non-diversified management investment company. The Company is established for the purpose of investing in debt and equity ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Gladstone Investment. The Mc Lean, Virginia-based Finance sector company Gladstone Investment Corporation (GAIN) holds the number seven spot among the best performing stocks of the Private Equity sector. Classified as the Investment Managers business, the stock price of Gladstone Investment ended the previous year at a price of $10.09 per share while it reached the level of $14.69 apiece as of Jul 12, 2021 translating to a percentage change in stock price of 45.59%. As of writing, the company's market-cap value stands at $487.78 million.
Compass Diversified Holdings (the Trust), incorporated on November 18, 2005, and Compass Group Diversified Holdings, LLC, (the Company), acquires and manages small and middle-market businesses. The Companys segments include Acquisition ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Compass Diversified. Compass Diversified Holdings (CODI) has moved by 32.9 percentage over the given period of 2021-YTD, helping it gain a place at number eight among the top performing stocks. The Consumer Durables sector company managed to achieve the feat as its stock price changed from $19.45 apiece to the price of $25.85 per share between the end of December of the previous year and Jul 12, 2021. The smart run of the Westport Connecticut-based Home Furnishings sector company lead to a handsome gain in its marketcap which changed from $1.26 billion to $1.68 billion over the same duration.
Apollo Investment Corporation, incorporated on February 2, 2004, is a closed-end, externally managed, non-diversified management investment company. The Companys investment objective is to generate current income and capital appreciation. It ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Apollo Investment. The number nine spot in the list of top performing stocks of the Private Equity sector is taken by Apollo Investment Corporation (AINV). The company's stock price changed from $10.62 per share at the end of December of the previous year to the price of $14.02 per share as of writing. Overall, the stock managed to realized price change of 32.02 percent during the given time period. The corresponding change in the market capitalization value of the New York, NY-based Finance sector company was from $693.38 million to $912.89 million. Being ranked in the top 10 best performing stocks of the Private Equity sector, the company also succeeded in outperforming the returns generated by some of the popular stock market indexes.
TCG BDC, Inc. is a non-diversified closed-end investment company. The fund operates as a business development company. The company provides debt investments in the U.S. middle market companies. It also invests ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of TCG BDC. TCG BDC (CGBD) generated percentage returns of 31.87 percent during the 2021 year-to-date. Its returns are based on the share price which moved from $10.26 per share from the previous year-end to the price of $13.53 per share as of Jul 12, 2021. The company's value, as indicated by the market-cap figure, changed from $577.73 million to $739.4 million during the same period. The company is categorized as a Finance speciality business with further classification in the Financial Services sub-category. Based in New York, NY, the YTD performance of the Private Equity sector also fared better than that of the returns generated by some of the closley tracked stock market indexes.This page is updated every week/month. Bookmark this site to track the best performing stocks regularly.