TPG: 5%-Yielding Growth Stock In Plain Sight

TPG Inc. remains undervalued at a 15x forward P/E and 5.5% yield, despite recent outperformance and robust AUM growth. TPG's diversified platform limits exposure to AI-disrupted software, with only 7% of software investments at risk and 60% expected to benefit from AI. Record fee-related earnings, strong fundraising momentum, and expanding deployment support a compelling growth and income thesis for TPG. I maintain a Buy rating on TPG, citing attractive valuation, a solid balance sheet, and long-term growth drivers in infrastructure, data centers, and GP-led secondaries.

The overall market remains expensive despite recent volatility, but there are always pockets of value in beaten down and misunderstood sectors. That’s where savvy investors can benefit, as negative market sentiment turns into real value for those with