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 2020 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 Dec 31, 2020, and the top 10 return generating Private Equity stocks are listed below.
Try our new Best Performing Stock Screener:
This page is updated every week/month. Bookmark this site to track the best performing stocks regularly.
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) Medley Capital Corporation (MCC)
Here's a look at the basic details and how the above mentioned stocks fared during the period:
Medley Capital Corporation, incorporated on April 23, 2010, is a non-diversified closed-end management investment company. The Companys investment objective is to generate current income and capital appreciation by lending directly ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Medley Capital. Based on the market-cap change from $123.66 million to $76.05 million during the given months of the year 2020 and the share price change from $2.18 per share to a price of $28.31 per share as of Dec 31, 2020, Medley Capital Corporation (MCC) was successful in generating YTD returns of 1198.62 percentage. Standing at the number one rank in the top performing list of Private Equity stocks, the New York, NY-based Medley Capital is categorized as the Investment Funds sub-sector business which falls under the larger Finance sector.
FS KKR Capital
FS KKR Capital Corp. is a business development company specializing in investments in debt securities. It seeks to purchase interests in loans through secondary market transactions or directly from the target c ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of FS KKR Capital. The Philadelphia, PA-headquartered company FS KKR Capital Corp. (FSK) is ranked number two among the best performing stocks of Private Equity of 2020. The Finance sector business falls under the Financial Services industrial sub-sector. Since the start of the year 2020, the stock price of FS KKR Capital has changed by 170.15 percent, which is calculated based on the previous year's closing price of $6.13 per share and year-to-date closing price of $16.56 per share as of writing. The market value of the company as indicated by its market-cap changed from $3.12 billion to $2.05 billion during the same period. Along with Private Equity, the company is also in the business of Finance, Financial Services, Asset Management, among other usual products and services.
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. During the given months of the year 2020, KKR and Co. L.P. (KKR) was successful in generating YTD returns of 38.81 percentage which helped it gain the number three spot in the list of the top performing stocks which generated maximum returns during year 2020 till date. As of December of the previous year, the stock of the New York, NY-based KKR and closed at a price of $29.17 per share, while it traded at a price of $40.49 per share as of Dec 31, 2020. The company's market cap changed from $24.85 billion to $23.05 billion during the same period YTD. It ranks as a key constituent of major indexes that include Wilshire 5000 index, and several other broader level multi-cap market indicators.
The company is classified under the Finance industry sector and further specialized as a Investment Managers sector business.
Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as si ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Hamilton Lane. The Bala Cynwyd, PA-based Hamilton Lane Incorporated (HLNE) belongs to the Finance sector and is categorized as a Financial Services company. The stock of Hamilton Lane ended the previous year at a price of $59.6 per share. As of Dec 31, 2020, the stock price has reached $78.05 apiece, which indicates a change of 30.96 percent making the company rank among the top performing stocks of the Private Equity for the year 2020 till date. At the end of the last year, company's market capitalization stood at $3.09 billion. It has now changed to $4.12 billion as of writing. Hamilton Lane continues to be a leading constituent of many major stock market indexes like Wilshire 5000 index, Russell 2000 index, and several other broader level multi-cap market indicators.
Cannae Holdings, Inc is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more. It takes both minority and majority stakes. C ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Cannae. Rank number five in the coveted list is held by Cannae Holdings, Inc. (CNNE) for being among the top performing stocks of 2020. Headquartered in Las Vegas, NV, the Finance sector company is categorized under the industrial sub-sector of Consumer Cyclical. Since the start of the year 2020, stock of Cannae has so far gained 19.04 percentage, based on the previous year's closing price of $37.19 per share and year-to-date price of $44.27 per share. During the same period, the market capitalization of the company changed from $2.94 billion to $4.06 billion. The stock of Cannae continues to be a major constituent of many leading stock indexes which include Wilshire 5000 index, Russell 2000 index, and several other broader level multi-cap market indicators.
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. At number six in the list of top stocks stands The Blackstone Group L.P. (BX), which saw a change in its stock price from the level of $55.94 apiece during previous year December end to the price of $64.81 per share as of Dec 31, 2020. It translates to a change of 15.86 percentage. The New York, NY-headquartered Finance sector company also saw its market value change from $67.09 billion to $44.98 billion.
Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at al ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Hercules Capital. The Palo Alto, CA-based Finance sector company Hercules Capital, Inc. (HTGC) holds the number seven spot among the best performing stocks of the Private Equity sector. Classified as the Financial Services business, the stock price of Hercules Capital ended the previous year at a price of $14.02 per share while it reached the level of $14.42 apiece as of Dec 31, 2020 translating to a percentage change in stock price of 2.85%. As of writing, the company's market-cap value stands at $1.65 billion.
Oaktree Specialty Lending
Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, mezzanine debt, senior and junior se ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of Oaktree Specialty Lending. Oaktree Specialty Lending Corporation (OCSL) has moved by 2.01 percentage over the given period of 2020-YTD, helping it gain a place at number eight among the top performing stocks. The Finance sector company managed to achieve the feat as its stock price changed from $5.46 apiece to the price of $5.57 per share between the end of December of the previous year and Dec 31, 2020. The smart run of the Los Angeles, CA-based Financial Services sector company lead to a handsome gain in its marketcap which changed from $769.65 million to $785.15 million over the same duration.
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 number nine spot in the list of top performing stocks of the Private Equity sector is taken by The Carlyle Group L.P. (CG). The company's stock price changed from $32.08 per share at the end of December of the previous year to the price of $31.44 per share as of writing. Overall, the stock managed to realized price change of -2 percent during the given time period. The corresponding change in the market capitalization value of the District of Columbia, DC-based Finance sector company was from $11.12 billion to $11.12 billion. 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.
TPG Specialty Lending
TPG Specialty Lending, Inc. (TSL), incorporated on July 21, 2010, is an externally managed, closed-end, non-diversified management investment company. The Company is a specialty finance company focused on lending to ... see Detailed Company Profile, full Dividend History, and List of ETFs holding the stock of TPG Specialty Lending. TPG Specialty Lending (TSLX) generated percentage returns of -3.35 percent during the 2020 year-to-date. Its returns are based on the share price which moved from $21.47 per share from the previous year-end to the price of $20.75 per share as of Dec 31, 2020. The company's value, as indicated by the market-cap figure, changed from $1.43 billion to $1.4 billion during the same period. The company is categorized as a Finance speciality business with further classification in the Investment Funds sub-category. Based in Fort Worth, Texas, 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.