Ares CEO Arougheti Says Software Portfolio Highly Diversified, "Very Small" Percentage Of Portfolio Has High Risk Of AI Disruption

Reuters
2026.02.05 17:12
portai
I'm PortAI, I can summarize articles.

Ares Management CEO Michael Arougheti stated that the company's investment portfolios show solid fundamentals, with a highly diversified software portfolio. He noted that only a "very small" percentage of this portfolio faces high risk from AI disruption. Arougheti expects continued growth in deployment and strong demand for credit products, with plans to launch new lending funds in the coming years. He anticipates that AI adoption will positively impact earnings growth without altering the earnings outlook from existing portfolio risks.