As a leading private-equity firm, KKR (KKR) is supposed to excel at picking winners and losers. But so far this year KKR's own stock looks like a loser, falling by 23%. Morgan Stanley thinks it's just a short-term blip, with the firm poised to capture a piece of the rising amount of money flowing into alternatives.
Note: This list is part of a larger group of 36 stocks Morgan Stanley recommends. CNNMoney excluded stocks with a market valuation below $15 billion.
Related: KKR's Petraeus: From America's general to Wall Street exec
