The Wall Street Journal

KKR Executives Foresee Only a Mild Tariffs Hit to Portfolio Companies

The New York asset manager is more heavily tilted toward Asia than its fellow private-equity giants and expects to stay its course in the region

KKR leaders said 90% of its private-equity holdings will suffer limited or no immediate impact from the tariffs.
KKR leaders said 90% of its private-equity holdings will suffer limited or no immediate impact from the tariffs. Photo: Omar Marques/Zuma Press

Executives of KKR & Co. believe President Trump’s tariffs will have little effect on its portfolio companies, and promised to maintain an emphasis on Asia despite a looming trade war that has rattled the region.

The New York firm’s leaders said on a Thursday call with financial analysts that 90% of its private-equity holdings will suffer limited or no immediate impact from the tariffs Trump announced April 2. 

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