Bloomberg the Company & Products

Bloomberg Anywhere Login


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

Carlyle Funds Gained 7% in First Quarter as Markets Rose

Don't Miss Out —
Follow us on:

April 8 (Bloomberg) -- Carlyle Group LP, the world’s second-biggest private-equity firm, said the funds from which it can collect a slice of profits appreciated 7 percent in the first quarter and 11 percent in the past year.

So-called carry funds that invest in buyouts gained 9 percent in the quarter, Washington-based Carlyle said today in a statement. That compares with the 10 percent increase in the Standard & Poor’s 500 Index of large U.S. companies and the 6 percent advance for the MSCI All-Country World Index.

The firm, which oversaw $170 billion across 113 funds and 67 funds-of-funds as of Dec. 31, is set to report full earnings for the first quarter next month. Carlyle held its initial public offering last year and has disclosed preliminary fund performance before its scheduled earnings reports to allow stockholders to see the figures when its fund investors typically do.

Carry funds in Carlyle’s real estate unit gained 1 percent and those investing in energy increased 4 percent. The firm’s Global Market Strategies funds appreciated 9 percent. GMS carry funds, which invest in distressed companies and lend to middle-sized companies as well as energy and power projects, gained 20 percent over the past year.

To contact the reporter on this story: Devin Banerjee in New York at

To contact the editor responsible for this story: Christian Baumgaertel at

Please upgrade your Browser

Your browser is out-of-date. Please download one of these excellent browsers:

Chrome, Firefox, Safari, Opera or Internet Explorer.