The Carlyle Group : Investment Approach

Investment Approach

Known as “one-off” or “opportunistic” investments, deals outside our established sector specialties are, nonetheless, an important part of what makes a good investor a superb one. Carlyle’s more than 345 investment professionals bring to the table a wealth of deal sourcing, due diligence, and execution experience that enables us to occasionally invest successfully “outside the box.”

Carlyle Co-Founder William Conway describes opportunistic as “not missing the trees for the forest.” He adds, “Typically, a key part of Carlyle’s edge or value-add is our industry expertise, but over the years our edge has manifested itself in different ways. Sometimes it’s our ability to see value where others refuse to look. We’ve also had great success in forming strategic partnerships that bolster our resources, knowledge, and buying power.” One notable opportunistic investment is KorAm Bank in Korea, which we teamed with J.P. Morgan Partners to buy in 2000.