KKR's Taylor on $19 Billion North America PE Fund

The video discusses the resurgence of leveraged buyouts (LBOs) and KKR's $19 billion flagship fund, highlighting its 46-year history and investment strategy. It explores private equity's role in value creation, using Bountiful as an example, and emphasizes the importance of geographical strategies, focusing on North America. The impact of China's market issues, such as COVID lockdowns and supply chain disruptions, is also examined.

In what ways does geography influence KKR's investment decisions?

What challenges does KKR face in the current market environment, particularly regarding China?