What's the idea? The alternative investment industry is expected to grow at a double-digit rate in the coming years. Carlyle is one of the largest private equity fund managers. Private equity funds do not imply the possibility of withdrawal of assets by investors. Carlyle does not risk a sharp reduction in assets under management and a fall in management fees. The rich background of Carlyle's co-founders makes it possible to run the company successfully until a permanent CEO is found. If the challenging macroeconomic environment becomes sustained, Carlyle's stock price will be supported by dividend payments. The company is trading at a discount to the industry average. According to Wall Street consensus, the upside potential is more than 50%.