オークマーク・ファンド、エクイタブル・ホールディングスに新規投資。割安評価とコアブリッジ合併の可能性を指摘

Oakmark initiated a position citing undervaluation at less than 6x 2027 distributable cash flow and shift to capital-light fee businesses.

Pending merger with Equitable Holdings viewed as creating a leading retirement and asset management franchise, enhancing Corebridge's value.