Mission Statement, Vision, & Core Values of KKR & Co. Inc. (KKR)

Ever wondered what drives a global investment firm like KKR & Co. Inc.? With $637.6 billion in Assets Under Management (AUM) in 2024, how does KKR maintain its position as a leader in alternative asset management?

Understanding KKR's Mission Statement, Vision, and Core Values provides insight into the firm's strategic objectives and operational principles. How do these guiding principles translate into KKR's investment strategies and its interactions with portfolio companies, employees, and communities? Let’s delve into the foundational elements that shape KKR's identity and strategic direction.

KKR & Co. Inc. (KKR) An Overview of

originated in 1976, when Jerome Kohlberg, Jr., and cousins Henry Kravis and George Roberts partnered to form Kohlberg Kravis Roberts & Co. Since its inception, has grown into a global investment firm managing investments across multiple asset classes, including private equity, credit, and real assets.

offers a range of investment solutions to its clients, including:

• Private Equity: Investing in established and growing companies to drive operational improvements and create long-term value.
• Credit: Providing financing solutions to companies through various credit instruments, including leveraged loans and high-yield bonds.
• Real Assets: Investing in infrastructure, energy, and real estate assets to generate stable returns and long-term appreciation.
• Hedge Funds: Employing a variety of investment strategies to generate attractive risk-adjusted returns for investors.

As of April 2025, 's sales reflect its diverse investment portfolio and global presence. While specific, real-time sales figures for April 2025 are not available, the firm's financial performance in the latest reporting period provides insight into its current trajectory.

In the most recent fiscal year, reported record-breaking revenue, driven primarily by strong performance in its private equity and credit segments. The firm's strategic investments in key sectors, such as technology, healthcare, and consumer goods, have contributed significantly to its financial success. Furthermore, 's expansion into new geographic markets, including Asia and Latin America, has fueled revenue growth and diversified its investment portfolio.

is recognized as a leader in the alternative investment industry, known for its disciplined investment approach, operational expertise, and commitment to creating value for its investors. The firm's success is attributed to its experienced management team, global network, and ability to identify and capitalize on emerging investment opportunities. To delve deeper into the factors that contribute to 's success, explore: KKR & Co. Inc. (KKR): History, Ownership, Mission, How It Works & Makes Money.

KKR & Co. Inc. (KKR) Mission Statement

KKR & Co. Inc. (KKR) stands as a prominent global investment firm, recognized for its expertise in alternative asset management, capital markets, and insurance solutions. KKR's mission statement emphasizes creating long-term value through strategic investments and operational expertise across global markets. KKR & Co. Inc. (KKR): History, Ownership, Mission, How It Works & Makes Money

KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities.

KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR's insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may include the activities of its sponsored funds and insurance subsidiaries.

The company's approach is characterized by:

• Strategic Investments: Focusing on high-quality companies with strong business franchises and growth prospects.
• Operational Expertise: Improving businesses through strategic and operational changes.
• Alignment of Interests: Partnering with motivated management teams and aligning interests with stakeholders by investing its own capital.

KKR's vision focuses on maintaining leadership in global alternative asset management. As of 2024, the firm manages $638 billion in assets under management. KKR is expected to surpass $1 trillion in assets in the next five years.

KKR's vision emphasizes a diversified and disciplined investment approach across multiple sectors and geographies.

The core values that drive KKR are:

• Integrity and Ethical Leadership
• Innovation and Continuous Improvement
• Sustainable Investment Approach
• Collaborative Partnership Culture
• Client-Centric Approach

These values underpin KKR's commitment to building long-term partnerships and delivering exceptional value to its clients.

As of December 31, 2024, KKR's assets under management (AUM) reached $638 billion, with fee-paying AUM at $512 billion. The firm raised $114 billion of capital in 2024.

KKR operates through several business segments:

• Private Equity: With $195.4 billion in AUM as of December 31, 2024, investing in traditional, core, and growth equity.
• Real Assets: Managing $166.0 billion in AUM, including infrastructure, real estate, and energy investments.
• Credit and Liquid Strategies: Overseeing $276.2 billion in AUM, with investments in leveraged credit, asset-based finance, direct lending, and hedge funds.
• Insurance Business: Operated by Global Atlantic, serving over three and a half million policyholders as of December 31, 2024.

KKR's financial performance in 2024 demonstrates its robust growth and strategic execution. Total revenues reached $21.88 billion, a significant increase driven by higher transaction and management fees. Adjusted net income surged by 38% in 2024 compared to 2023.

KKR is committed to sustainable investing, with $5.2 billion allocated towards sustainable investment strategies in 2024, representing 11% of total managed assets.

KKR emphasizes operational improvements in its portfolio companies, with revenue growth of 8.3% in 2023 and operational efficiency improvements averaging 12.5% across the portfolio. As of 2024, KKR has 285 portfolio companies.

KKR's investment approach includes:

• Total assets under management: $638 billion as of Q4 2024.
• Investment platforms across private equity, infrastructure, real estate, and credit.
• Global investment presence in 19 countries.

KKR's investment philosophy emphasizes aligning its interests with those of fund investors and stakeholders by investing its own capital alongside investors, with $28.6 billion invested or committed as of December 31, 2024.

KKR's culture and values drive outcomes, emphasizing a one-firm approach and diversity. The firm is committed to attracting, developing, retaining, and promoting the best possible talent, with a focus on diversity and inclusion.

KKR & Co. Inc. (KKR) Vision Statement

KKR & Co. Inc. operates with a clearly defined mission, vision, and set of core values that guide its operations and strategic decisions. Understanding these elements provides insight into the firm's objectives and how it aims to achieve them. As of April 2025, KKR continues to focus on delivering strong investment performance and building lasting relationships with its stakeholders.

KKR’s publicly stated mission is to generate attractive investment returns by following a patient and disciplined approach, employing high-quality people, pursuing the highest standards of excellence, and aligning its interests with those of its investment partners. The vision and core values further clarify how KKR puts this mission into practice.

Vision Statement

While KKR does not have a single, concise vision statement readily available in its public filings, a synthesis of its goals and strategic priorities reveals the following key components of its overarching vision:

• Investment Excellence and Innovation: KKR aims to achieve superior investment results by leveraging its global platform, industry expertise, and innovative investment strategies.
• Long-Term Value Creation: The firm focuses on creating sustainable value for its investors, portfolio companies, and other stakeholders through operational improvements, strategic growth initiatives, and responsible investing practices.
• Global Leadership and Impact: KKR seeks to be a leader in the alternative investment industry, contributing positively to the communities in which it operates and promoting responsible corporate citizenship.

Investment Excellence and Innovation

KKR is committed to achieving top-tier investment performance across its various asset classes, including private equity, credit, and real assets. This commitment is underpinned by a focus on in-depth research, rigorous due diligence, and proactive portfolio management. The firm's global platform provides access to a diverse range of investment opportunities and allows it to capitalize on emerging trends and market inefficiencies.

In 2024, KKR reported assets under management (AUM) of approximately $553 billion, reflecting its scale and the confidence investors place in its investment capabilities. The firm's ability to adapt to changing market conditions and develop innovative investment solutions is crucial to its continued success. For example, KKR has been increasingly focused on investments in technology, healthcare, and sustainable infrastructure, reflecting its view of long-term growth opportunities.

Long-Term Value Creation

KKR emphasizes the importance of creating sustainable value for all its stakeholders. This involves not only generating attractive financial returns for its investors but also improving the operational performance and strategic positioning of its portfolio companies. KKR works closely with the management teams of its portfolio companies to implement best practices, drive revenue growth, and enhance profitability.

A key aspect of KKR's value creation strategy is its focus on responsible investing. The firm integrates environmental, social, and governance (ESG) considerations into its investment process and works to promote sustainable business practices across its portfolio. In 2024, KKR committed to reducing greenhouse gas emissions across its portfolio companies by 25% by 2030, demonstrating its commitment to environmental stewardship.

Global Leadership and Impact

KKR aspires to be a leader in the alternative investment industry, setting high standards for performance, integrity, and corporate citizenship. The firm is committed to contributing positively to the communities in which it operates through philanthropic initiatives, employee volunteer programs, and responsible business practices.

KKR's global presence allows it to have a significant impact on economies and societies around the world. The firm's investments create jobs, support innovation, and contribute to economic growth. In 2024, KKR invested over $40 billion in new and existing portfolio companies, supporting job creation and economic development in numerous countries. The firm also actively engages with policymakers and industry groups to promote sound regulatory frameworks and best practices in the investment industry.

KKR & Co. Inc. (KKR) Core Values of

At KKR & Co. Inc. (KKR), a set of core values guides the firm's actions and decisions. These values reflect KKR's commitment to integrity, collaboration, and excellence. Understanding these core values provides insight into how KKR operates and its priorities.

KKR's core values shape its interactions with investors, portfolio companies, employees, and the broader community. These values are not just words on paper; they are integrated into the firm's daily operations.

Integrity

Integrity is a cornerstone of KKR's culture. The firm emphasizes honesty, transparency, and ethical conduct in all its dealings. This commitment to integrity builds trust with stakeholders and ensures long-term sustainability.

Examples of KKR's commitment to integrity include:

• Compliance Programs: KKR maintains robust compliance programs to ensure adherence to legal and regulatory requirements.
• Ethical Standards: The firm has a code of conduct that outlines ethical standards for all employees.
• Transparency: KKR is committed to transparent communication with investors and other stakeholders.

Collaboration

Collaboration is another key value at KKR. The firm believes that working together leads to better outcomes. KKR fosters a collaborative environment where employees share ideas and expertise.

Examples of KKR's commitment to collaboration include:

• Teamwork: KKR emphasizes teamwork and encourages employees to work together to achieve common goals.
• Knowledge Sharing: The firm promotes knowledge sharing and learning across different teams and departments.
• Partnerships: KKR collaborates with portfolio companies and other organizations to create value.

Excellence

KKR strives for excellence in all its endeavors. The firm is committed to delivering superior results for its investors and portfolio companies. This pursuit of excellence drives innovation and continuous improvement.

Examples of KKR's commitment to excellence include:

• Investment Performance: KKR has a strong track record of delivering attractive returns to its investors.
• Operational Improvements: The firm works with portfolio companies to improve their operations and performance.
• Talent Development: KKR invests in the development of its employees to ensure they have the skills and knowledge to succeed.

KKR's mission is to generate attractive investment returns by following a patient and disciplined approach, employing high-quality people, pursuing the highest standards of excellence, and aligning its interests with those of its investment partners.

To delve deeper into KKR's investor profile, explore Exploring KKR & Co. Inc. (KKR) Investor Profile: Who’s Buying and Why?