Ares (ARES) CEO says demand has remained consistent despite recent market noise, seeing investors lean in; continue to exceed fundraising targets in most of our flagship fundraisers

The CEO's comments suggest a resilient demand for Ares' investment offerings, indicating strong investor confidence amid market volatility.

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  • CFO says not seeing any credit deterioration broadly within software, only one software company on non accrual.
Context

This positive tone coupled with exceeding fundraising targets reinforces the firm's competitive positioning in the market, and the CFO's reassurances about credit quality within the software sector further mitigate concerns about broader credit deterioration, which could be supportive for equities associated with Ares and the software sector.

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