- Moody's Corporation (MCO)
- KKR & Co. Inc. (KKR)
- S&P Global Inc. (SPGI)
- Cboe Global Markets Inc. (CBOE)
- MSCI Inc. (MSCI)
- Interactive Brokers Group Inc. (IBKR)
Q: My focus is on financial alternative investments. We have positions in BN KKR IBKR [thanks], and are considering adding stocks from indexes/ratings [MSCI/SPGI], other exchanges, asset managers. Please list and rank your highest conviction names. What percentages would you allocate to each [including BN IBKR and KKR]. And, lastly, which ones would you advise, if any, for a full position now.