Best Ideas Omaha 2025: Himayani Puri on KKR & Co.

Himayani Puri of First Manhattan shared her summary investment thesis on KKR & Co. (NYSE: KKR) at Best Ideas Omaha 2025, a member event held during the Berkshire Hathaway annual meeting weekend.

Opinions expressed here are statements of judgment on this date and are subject to change without notice. The information provided is intended for informational purposes only and is not a solicitation to purchase or sell any security. Securities discussed may not be suitable for all investors due to a variety of factors, including financial objectives, needs, and resources. This is not for further distribution.

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This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Himayani Puri is a Partner, Portfolio Manager, the Head of Research, and a member of First Manhattan’s Management Team. She serves as the Portfolio Manager for proprietary vehicles as well as for the First Manhattan Excelsior ETFs (FMCX and FMCE). She has nearly three decades of experience as a value-oriented investor across multiple industries and cycles. For nearly two decades, she has been entrusted with building, managing, and leading effective investment research efforts. Prior to joining the firm in 2018, Himayani held senior roles at other investment firms, including as Partner, Portfolio Manager, and Director of Research.

Himayani is a graduate of the Management & Technology dual-degree Program at The University of Pennsylvania. She holds a BS in Economics—with concentrations in Finance and Management—from The Wharton School and a BAS in Systems Engineering from the School of Engineering and Applied Science.

Himayani is an alumna of the SEO Career program and previously served on SEO’s Board of Directors. She lives in New York with her husband and two children.

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