Compare · CG vs HPS
CG vs HPS
Side-by-side comparison of The Carlyle Group Inc. (CG) and John Hancock Preferred Income Fund III Preferred Income Fund I (HPS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CG and HPS operate in Investment Managers (Finance), so they compete in similar markets.
- CG is the larger of the two at $15.21B, about 27.7x HPS ($549.5M).
- CG has been more active in the news (15 items in the past 4 weeks vs 2 for HPS).
- CG has more recent analyst coverage (25 ratings vs 0 for HPS).
- Company
- The Carlyle Group Inc.
- John Hancock Preferred Income Fund III Preferred Income Fund I
- Price
- $42.23-5.06%
- $14.47-0.28%
- Market cap
- $15.21B
- $549.5M
- 1M return
- -15.50%
- -
- 1Y return
- -6.74%
- -
- Industry
- Investment Managers
- Investment Managers
- Exchange
- NASDAQ
- NYSE
- IPO
- 2012
- 2003
- News (4w)
- 15
- 2
- Recent ratings
- 25
- 0
The Carlyle Group Inc.
The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity private placements, consolidations and buildups, senior debt, mezzanine and leveraged finance, and venture and growth capital financings, seed/startup, early venture, emerging growth, turnaround, mid venture, late venture, PIPES. The firm invests across four segments which include Corporate Private Equity, Real Assets, Global Market Strategies, and Solutions. The firm typically invests in industrial, agribusiness, ecological sector, fintech, airports, parking, Plastics, Rubber, diversified natural resources, minerals, farming, aerospace, defense, automotive, consumer, retail, industrial, infrastructure, energy, power, healthcare, software, software enabled services, semiconductors, communications infrastructure, financial technology, utilities, gaming, systems and related supply chain, electronic systems, systems, oil and gas, processing facilities, power generation assets, technology, systems, real estate, financial services, transportation, business services, telecommunications, media, and logistics sectors. Within the industrial sector, the firm invests in manufacturing, building products, packaging, chemicals, metals and mining, forestry and paper products, and industrial consumables and services. In consumer and retail sectors, it invests in food and beverage, retail, restaurants, consumer products, domestic consumption, consumer services, personal care products, direct marketing, and education. Within aerospace, defense, business services, and government services sectors, it seeks to invest in defense electronics, manufacturing and services, government contracting and services, information technology, distribution companies. In telecommunication and media sectors, it invests in cable TV, directories, publishing, entertainment and content delivery services, wireless infrastructure/services, fixed line networks, satellite services, broadband and Internet, and infrastructure. Within real estate, the firm invests in office, hotel, industrial, retail, for sale residential, student housing, hospitality, multifamily residential, homebuilding and building products, and senior living sectors. The firm seeks to make investments in growing business including those with overleveraged balance sheets. The firm seeks to hold its investments for four to six years. In the healthcare sector, it invests in healthcare services, outsourcing services, companies running clinical trials for pharmaceutical companies, managed care, pharmaceuticals, pharmaceutical related services, healthcare IT, medical, products, and devices. It seeks to invest in companies based in Sub-Saharan focusing on Ghana, Kenya, Mozambique, Botswana, Nigeria, Uganda, West Africa, North Africa and South Africa focusing on Tanzania and Zambia; Asia focusing on Pakistan, India, South East Asia, Indonesia, Philippines, Vietnam, Korea, and Japan; Australia; New Zealand; Europe focusing on France, Italy, Denmark, United Kingdom, Germany, Austria, Belgium, Finland, Iceland, Ireland, Netherlands, Norway, Portugal, Spain, Benelux , Sweden, Switzerland, Hungary, Poland, and Russia; Middle East focusing on Bahrain, Jordan, Kuwait, Lebanon, Oman, Qatar, Saudi Arabia, Turkey, and UAE; North America focusing on United States which further invest in Southeastern United States, Texas, Boston, San Francisco Bay Area and Pacific Northwest; Asia Pacific; Soviet Union, Central-Eastern Europe, and Israel; Nordic region; and South America focusing on Mexico, Argentina, Brazil, Chile, and Peru. The firm seeks to invest in food, financial, and healthcare industries in Western China. In the real estate sector, the firm seeks to invest in various locations across Europe focusing on France and Central Europe, United States, Asia focusing on China, and Latin America. It typically invests between $1 million and $50 million for venture investments and between $20 million and $1 billion for buyouts in companies with enterprise value of between $31.57 million and $1000 million and sales value of $10 million and $500 million. It seeks to invest in companies with market capitalization greater than $50 million and EBITDA between $5 million to $25 million. It prefers to take a majority stake. It typically holds its investments for three to five years. Within automotive and transportation sectors, the firm seeks to hold its investments in for four to six years. While investing in Japan, it does not invest in companies with more than 1,000 employees and prefers companies' worth between $100 million and $150 million. The firm originates, structures, and acts as lead equity investor in the transactions. The Carlyle Group Inc. was founded in 1987 and is
John Hancock Preferred Income Fund III Preferred Income Fund I
John Hancock Preferred Income Fund III is a closed ended fixed income mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the fixed income markets of the United States. It seeks to invest in securities of companies operating across diversified sectors. The fund primarily invests in preferred securities or other fixed-income securities rated investment grade or higher by Moody's or Standard & Poor's. It benchmarks the performance of its portfolio against the Bank of America Merrill Lynch Hybrid Preferred Securities Index and Barclays U.S. Aggregate Bond Index. John Hancock Preferred Income Fund III was formed on June 19, 2003 and is domiciled in the United States.
Latest CG
- ModelFront Announces Outcome-Based Pricing
- The Carlyle Group Inc. filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits
- Chief Operating Officer Lobue Lindsay was granted 3,120 shares, increasing direct ownership by 0.44% to 716,205 units (SEC Form 4)
- Co-President Jenkins Mark David was granted 7,634 shares, increasing direct ownership by 0.50% to 1,534,007 units (SEC Form 4)
- Chief Financial Officer Plouffe Justin was granted 4,077 shares, increasing direct ownership by 0.45% to 911,225 units (SEC Form 4)
- Chief Accounting Officer Andrews Charles Elliott Jr. was granted 409 shares, increasing direct ownership by 0.28% to 147,728 units (SEC Form 4)
- Co-President Nedelman Jeffrey was granted 7,733 shares, increasing direct ownership by 0.47% to 1,645,945 units (SEC Form 4)
- General Counsel Ferguson Jeffrey W. was granted 1,274 shares, increasing direct ownership by 0.16% to 783,474 units (SEC Form 4)
- Co-President Redett John C. was granted 10,830 shares, increasing direct ownership by 0.58% to 1,868,256 units (SEC Form 4)
- Chief Executive Officer Schwartz Harvey M was granted 20,743 shares, increasing direct ownership by 0.40% to 5,254,122 units (SEC Form 4)
Latest HPS
- JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS
- JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA
- Director Hurtsellers Christine bought $12,000 worth of Common Shares of Beneficial Interest (809 units at $14.83) (SEC Form 4)
- JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS
- SEC Form 40-17G filed by John Hancock Preferred Income Fund III Preferred Income Fund I
- JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS
- SEC Form N-CSRS filed by John Hancock Preferred Income Fund III Preferred Income Fund I
- JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS
- JOHN HANCOCK CLOSED-END FUNDS RELEASE EARNINGS DATA
- JOHN HANCOCK CLOSED-END FUNDS DECLARE MONTHLY DISTRIBUTIONS